Change starts here. Annual Report

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1 Change starts here. Annual Report 20

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3 20 ANNUAL REPORT Table of Contents United Way Impact, Mission and Vision... 2 Report from the Board Chair and President & CEO... 4 Report from the Treasurer... 5 Report from the Campaign Chair... 6 Labour Report... 7 Board of Directors and Committees... 8 Impact Areas Growing Up Great Turning Lives Around Belonging to Community Community Investment Member Agencies & Demonstration Grants Grants Community Wide Impact Action for Neighbourhood Change Homelessness Community Plan on Poverty Reduction Research and Data Community Profiles Success By Engagement United Way Day of Caring Seeing is Believing Tours Speakers Bureau Building Capacity Volunteer Leadership Development Services.. 18 Union Counselling Workers Help Centre Volunteer Services Campaign Leaders of the Way Friends of the Way Campaign Awards Caring Corporations Campaign Sponsors Eternity Fund Financial Report... 35

4 United Way provides opportunities for people to care for one another Every year, thousands of volunteers come together to raise funds for services that benefit their family, friends and neighbours. Individuals, employees, business, workplaces and labour join forces, united in a common cause to build a stronger community and demonstrate their spirit of giving. In addition to this, volunteers actively participate in every aspect of the organization. At the United Way, we promote responsible stewardship of our community s resources. Our fundraising and administration costs are among the lowest in the charity sector. Last year, our 88% Programs & Services campaign and administration expenses were 12%, way below the average spent by not-for-profit organizations. 12% Fundraising & Administration Programs & Services 88% Fundraising & Administration 12% Our United Way actively solicits in-kind donations and the support of over 2,000 volunteers to keep expenses as low as possible and ensure that as much as possible of every dollar goes directly to the communities we serve. United Way is committed to transparency and accountability throughout our organization. United Way serving KFL&A is a member of Imagine Canada s Ethical Code and adheres to the national United Way standards for transparency, accountability and reporting. 2 Community Impact

5 Community Impact Since 1941, our United Way has worked to strengthen lives by bringing together the financial resources of the region in support of a network of social service and health agencies. Through these agencies and their programs, people found help and, in many cases, opportunity for a better life. We recognize that we, as a community continue to face complex social challenges. United Way works closely with key partners, individuals and organizations to develop a long term strategy to address many of these issues. Our partners come from the community including education, government, policy-makers, businesses, labour, not-for-profi ts and others working together to change the conditions of individuals, neighbourhoods and the community. We achieve impact through a process of determining long-term community goals with our partners, deciding how we will measure success, developing and implementing the right strategies, and measuring results over time. United Way Mission United Way Vision To support and strengthen the organized capacity of our community to care for one another To this end: We continually raise funds, striving for annual growth to meet vital community needs We allocate donor dollars in response to current and changing human care needs We strengthen the non-profi t sector by providing organizational and other support services to community voluntary organizations A community with a strong social services network where individuals can develop their potential for self-sufficiency and personal wellbeing. Together, we will bring lasting, positive change to help people live with hope, dignity and a sense of belonging. Community Impact, Mission & Vision 3

6 REPORT FROM THE Board Chair and President & CEO Last year s accomplishments and there were so many would not have been possible without the Everyday Heroes in our community. Volunteers led the way in our annual campaign, crossing a historic $3 million for the fi rst time in this United Way s history, on the heels of 11 other record-breaking years. Our Board of Directors, with input from professional staff, volunteers and agencies, reviewed and developed Impact Areas that provide us with a framework to fund local programs and then measure impact. 211 launched in June, providing access to local services through a free, easy-to-remember confi dential, bilingual service that connects a caller to a live Information & Referral agent. Working in partnership with the City of Kingston and the Kingston Community Roundtable on Poverty Reduction, the United Way embarked on a six-month project to develop community strategies to reduce poverty. This is being done through extensive community consultation, research and a thoughtful process to develop action items and recommendations. The Community Plan on Poverty Reduction will be released in May We continued with the implementation of action items identifi ed in our 2009 Community Plan on Homelessness and Affordable Housing. Among other action items: - The Community Leadership Group, a multi-sectoral group of strategic thinkers, who are united in their interest in addressing homelessness, have developed key principles around the development of affordable housing in Kingston. - The Coordinated Case Management Committee, made up of service providers and professionals, worked through a number of diverse processes and will provide recommendations on how to ensure that those who are homeless or at risk of becoming homeless have access to streamlined, client-centric support. In addition to these accomplishments, United Way continued to invest donor dollars strategically in programs that have an impact every day. Through this work we are impressed by all the everyday heroes who work and volunteer on the frontline. We have a small professional staff team who are also everyday heroes, working hard every day to support volunteers in raising and investing funds, ensuring that donor dollars are well stewarded. Our fundraising and administration expenses continue to be extremely low (12%), well below the average in the not-for-profi t sector. This annual report provides more information about the important work being done by our United Way. We would like to thank all our donors, volunteers, staff and community partners, who have worked collectively to bring about change in KFL&A. Marina Lee, Chair, United Way Board of Directors Bhavana Varma, President and CEO, United Way serving KFL&A 4 Report from the Board Chair and President & CEO

7 REPORT FROM THE Treasurer There is a wonderful mythical law of nature that the three things we crave most in life happiness, freedom, and peace of mind are always attained by giving them to someone else. Once again the people of Kingston & area have lived this law of nature with complete commitment. They have opened their wallets and hearts to help set another record breaking campaign for the United Way serving KFL&A. This ongoing commitment has allowed the United Way, the member agencies and many other community organizations to continue their great work and to meet the growing needs of our communities. As treasurer, I am pleased to say the United Way serving KFL&A is in a sound fi nancial position thanks not only to increased fundraising but also due to a relentless commitment to managing costs. As an organization we expend only 12% of our revenue on fundraising and administrative costs. The United Way remains committed to our mission To support and strengthen the organized capacity of our community to care for one another. In 20 we were able to bring our mission to life by increasing funding and support of both base services and programs in our community. This mission will remain our focus for the next year and we will explore new and better ways to serve, strengthen and provide value to the community. The role of treasurer of an organization at fi rst glance can appear to be a daunting task but through the support and dedication of many people things are straight forward and challenge free. I would like to personally thank the Finance Committee volunteers, United Way staff and community for making this yet another outstanding year. My year as treasurer has been very rewarding. I know the organization is positioned to continue to reach new goals and provide happiness, freedom and peace of mind to many more members of our community. Jacquie Costron Treasurer, Board of Directors Report from the Treasurer 5

8 REPORT FROM THE Campaign Chair Clearly, the last few years have been challenging ones for many of our citizens, the agencies that support our citizens, employers, labour and local government. Yet we have seen, over this period, incredible generosity and sharing by all within our community to ensure those in need no matter what the reason get the support they need. 20 was an incredible year for United Way, raising a remarkable total of $3.145 million in donations and pledges and setting a 12 th straight fundraising record. As in the past, the key to our success is that the full crosssection of our communities labour, institutional, business and personal giving all work together to ensure the needs of the community can be met and, in my view, in the most effi cient way. In my opening comments at this year s Kick- Off Breakfast, I asked everyone to imagine a Kingston and area without a United Way organization. Clearly, not one person present at the event was interested in a community without a United Way and everyone made the commitment to hit and exceed the mind-numbing $3,000,000 target. As the 20 Campaign Chair, it was so good to see so many people share what they have with so many who have perhaps so much less. At Empire Life, our theme was built around superheroes. Clearly the Kingston, Frontenac and Lennox & Addington area is full of superheroes. Speaking of which, I find myself in awe of the achievement by our own superheroes; our community volunteers. United Way has become entrenched in the fabric of our community and this is clear by the number of volunteers, and the levels of enthusiasm they generated, at all of the events that took place over the duration of the campaign. It was a pleasure to work with such a dedicated Campaign Cabinet and the entire United Way team, including loaned representatives. I also had the privilege of meeting and working with a large number of people from all sectors of the community to achieve our common goal. There were a total of 2,000 United Way volunteers, from youth to senior citizens, and I want to thank each and every one for their dedication. I can t say enough about the United Way team that we have in our community. They are dedicated, passionate, caring and giving and we are so lucky to have such people working to ensure our community is the best community it can be. Lastly, we should all be grateful for the more than 70 agencies operating in our community that support the many needs of the citizens of this region. They, too, are very generous campaigners, give personally to the cause and provide such caring, patient support for so many. This is special work and it takes special people to deliver it. As we look to the future, I know we can all feel confi dent that our generous and caring community will be there to help those in need. Les Herr 20 Campaign Chair 6 Report from the Campaign Chair

9 Labour REPORT Again, another record breaking year for our local United Way. Congratulations to all the volunteers, staff and workplace campaigners who tirelessly helped the United Way not only reach but exceed the very ambitious three million dollar goal. Well done! The long history of partnership between the Labour movement and the United Way remains strong and vibrant. The CLC (Canadian Labour Congress) and the United Way share a common vision for prosperous communities encouraging workers and union leaders to get involved and support the United Way. The Kingston and District Labour Council and all our affi liates share that history and work closely with the United Way so that our combined voices, networks and resources can make that vision real. Labour Day kicked off our campaign highlighting the relationship between our Labour Council and the United Way. I d like to thank the United Way Campaign Cabinet Chair Les Herr and the President, Bhavana Varma for joining in the parade and participating in the picnic. I want to thank Debi Wells a member of ETFO (Elementary Teachers Federation) and the president of the Labour Council for her support. Also, I d like to recognize the hard work done on the United Way Campaign Cabinet by Joan Jardin a member of OSSTF (Ontario Secondary School Teachers Federation) and a Labour Council Executive Board member. Poverty is increasing at an alarming rate and more people are dependant upon food banks and shelters for their survival even those with jobs. It is therefore imperative that our local United Way be there for organizations that can help. Some may well be our own union members having a diffi cult time and in need not of a hand out but a hand up. It was good to see increased participation from members in support of this year s campaign. A key element in our work together is the Union Counselling Program. It trains our members about community resources and social issues so they can link those in need with available services. It also showcases agency programs and enables us to build new ones to further enhance the connection with the labour community. It also serves to increase our tie in workplaces to educate and promote the United Way. We encourage all Unions to have members trained and on-site to help refer those with problems beyond the scope of their collective agreements. Last year members from CUPE (Canadian Union of Public Employees), OPSEU (Ontario Public Service Employees Union) and AMAPCEO (Association of Management, Administrative & Professional Crown Employees of Ontario) were trained and are now ready to help. Another element in our partnership is the Workers Help Centre. It provides referral services to all union and nonunion workers and their families that can help them through diffi cult times. Perhaps it is an employment issue, an EI (Employment Insurance) problem, completing forms for a WSIB (Workplace Safety Insurance Board) claim, a housing or fi nancial crisis. In 20 there were 246 referrals made helping 157 callers to the Help Centre. It is important that the good work of both our movements continue and thrive. We are partners, joining all those involved in the United Way and the over three million CLC members in building healthier communities. Together we can and do make a difference. Peter Boyle United Steel Workers Local 343 Retiree & Kingston & District Labour Council Board Member United Way serving KFL&A Board Member Labour Report 7

10 Board of Directors AND Committees Honorary Patron of the United Way serving KFL&A A. Britton Smith Board of Directors Shelley Aylesworth-Spink, Queen s University Elizabeth Bardon, Hotel Dieu Hospital Roland Billings, Retiree - Novelis Inc. Christine Blais, INVISTA (Canada) Company Peter J. Boyle, Kingston & District Labour Council Michelle Chatten-Fiedorec, Empire Life Peter Clarke, Retiree - Human Resources Development Canada Jacquie Costron, Investors Group Kim Donovan, Kincore Holdings Brenda Hunter, Limestone District School Board Bruce Jeffery, BMO Nesbitt Burns Inc. Carrie Lagassé, RBC Royal Bank Marina Lee, Empire Life Allen Prowse, Providence Care Chris Whitaker, St. Lawrence College Ex-officio Les Herr, Empire Life Brian Lynch, Queen s University Bhavana Varma, United Way serving KFL&A Executive Committee Board Chair: Marina Lee Past Chair: Carrie Lagassé Vice-Chair: Elizabeth Bardon 2 nd Vice-Chair: Roland Billings Treasurer/Secretary: Jacquie Costron President & CEO: Bhavana Varma Finance/ Audit Committee Chair: Jacquie Costron Michelle Chatten-Fiedorec Bruce Jeffery Carrie Lagassé Patrick Murphy Valerie Robb Mark Segsworth Resource Committee Chair: Roland Billings Christine Blais Peter Clarke Brenda Hunter Marina Lee Labour Community Services Committee Board Chair: Peter Boyle, USW Local 343 Members: Brian Brophy, CEP Local 9670 Joan Jardin, OSSTF District 27 Mike LeBlanc, USW Local 343 Darlene Medhurst, COPE Local 225 Arlie Redmond, CUPE Local 1302 Debi Wells, ETFO United Way Staff John DiPaolo, Director, Finance and Administration Elaine Evenden, Campaign Manager (contract*) Kim Hockey, Director, Community Investment Olga Karavai, Database Specialist Marg Kubalak, Manager, Community Investment Clara Lambert, Director, Finance Ivana Lochhead, Program Associate (contract*) Marie Mackenzie, Director, Campaign Darlene Medhurst, Director Labour Community Services Shane O Quinn, Manager, e-marketing Angélique Tamblyn, Executive Assistant Bhavana Varma, President & CEO *Nicola Wheeler and Maura Doyle were on parental leave in Campaign Cabinet 20 United Way Chairperson Les Herr, Empire Life Honorary Chairperson Ross Toller, Correctional Service Canada Major Gifts & Leadership Bill Leggett, Retiree - Queen s University Youth Engagement Kathy Burke, Assurant Solutions Labour Liaison Joan Jardin, Ontario Secondary School Teachers Federation - LDSB Business Development Peter Kraus, INVISTA (Canada) Company 8 Board of Directors & Committees

11 Individual Mail Cathy Dunne, Retiree - Providence Care Business Mail Alicia Gordon, Gordon s Estate Services Workplace Leadership Gillian Sadinsky, In-House Yoga Michael Schmitt, Algonquin & Lakeshore Catholic District School Board Government Sector Col. Richard Fawcett, Kingston Garrison Federal GCWCC Division Dr. Denise Preston, Parole Board of Canada Provincial Division Sergiy Kolosov, Ministry of Health Dianne Wylie, Ministry of Health Municipal Division Cynthia Beach, City of Kingston Education Sector Chris Whitaker, St. Lawrence College Manufacturing Sector Clint Bowles, Novelis Specialty Products Ziad Rizk, Bombardier Systems Finance Sector Les Herr, Empire Life Finance Division Michael Brunette, TD Canada Trust David Keneford, Assurant Solutions Fred Benford, RBC Dominion Securities Inc. Commercial Sector Matthew Derbyshire, Clermont Venture Corporation Commercial Sector Account Executives Julie Brown, Corus Entertainment Incorporated Kelly Flegel, Costco Karen Goose Mike Laframboise, Kingston Dodge Chrysler Adam Young, Secker, Ross & Perry Healthcare & Agencies Sector Allen Prowse, Providence Care Agency Division Daren Dougall, Youth Diversion Major Individual Giving Cabinet Chair: Bill Leggett Joe de Mora, Martin Skolnick, George Hood Workplace Leadership: Gillian Sadinsky Michael Schmitt Campaign Leadership Thankers Chair: Gillian Sadinsky Len Anderson Peter Bacon Elizabeth Bardon Fred Benford Roland Billings Elizabeth Brown Kathy Burke Justin Chenier Peter Clarke Jacquie Costron Kim Donovan Cathy Dunne Gerry Ethier Simonne Ferguson Nancy Foster Allison Ghent Alicia Gordon Les Herr Bill Hunter Janet Hunter Joan Jardin Deborah Kearney Carrie Lagassé Bill Leggett Kathy Moore Laurie Newport Allen Prowse Valerie Robb Michael Schmitt Chris Whitaker COMMUNITY INVESTMENT Citizens Review Panel/Community Impact Panel United Way provides opportunities to make a difference all year long. Volunteers participate in our Citizens Review Panel to help invest the money raised during the campaign. 20 Citizens Review Panel Panel Chairs Cindy Chappell Laurie Newport Alfred O Rourke Natalie Sitt Bonnie Sweet Panel Volunteers Megan Barnes Sara Belanger Kerri Brockman Brenda Brown Mike Brunette Barbara Caldwell Lisa Colby Saozinha Connor Jack Cooper Jeremy DaCosta Mike DeGrace Sheryl Ferguson Melissa Gontar Karen Goose Jordan Hackett Nadia Hnidek Janet Hunter Joan Jardin Bruce Jeffery Sue McDermid Steve Newstead Melissa Raby Jennifer Strachan Angie Tingren-Watkins Maureen Thompson Sandra Valente Katrina VanLaren Ashley Weese Sandi Wilde Dianne Wylie Committees 9

12 The United Way provides grants through the year to member and non-member agencies. These grants are reviewed by committee volunteers. 20 Capacity Building Committee Chair: Shelley Aylesworth-Spink Peter Bacon Jacquie Costron Martha Forkes Karen Goose Lucile Groll Lesley Kendall Kathy MacRae Scott Runte Rémi Straus 20 Healthy Community Fund Panel Volunteers Peter Bacon Cindy Chappell Colby Dorey Sheryl Ferguson Michele Finney Martha Forkes Councillor Bill Glover Councillor Rob Hutchison Christine Jewell Lesley Kelly Councillor Rob Matheson Sue McDermid Laurie Newport Melissa Raby Councillor Ed Smith Andrew White Sandi Wilde COMMUNITY WIDE IMPACT Action for Neighbourhood Change 20 Community Advisory Group Sherri Agnew Sandi Berg Roland Billings Lynda Breen James Brown Kim Donovan Daren Dougall Lanie Hurdle Carrie Lagassé Sara Meers Gillian Moss Todd Pearson Hersh Sehdev Mary Smith Staff: Bhavana Varma, Kim Hockey 20 Residents Advisory Group Diane Carter-Robb Colena Gordanier Jim Gordanier Amby Jorgenson Joan Little Sandra Miller Peter Orme Sharon Orme Gerry Sears Wanda Sears Wendy Christopher (coordinator) Homelessness Homelessness Community Leadership Group Chair: Glen Wood, Retiree - E. I. du Pont Canada Company Jay Abramsky, Keystone Property Management Inc. Rosemarie Brisson, Senator Hugh Segal s Offi ce Michael Brunette, TD Canada Trust Vivien Chih, CMHC Peter Clarke, Retiree - Human Resources Development Canada Jim dehoop, City of Kingston Matthew Derbyshire, Clermont Venture Corporation Anita Frankle, Kingston and the Islands Constituency Offi ce Ian Gemmill, KFLA Public Health John Gerretsen, M.P.P. Kingston and The Islands Blake Halladay, Kingston Community Credit Union Les Herr, Empire Life Gerard Hunt, City of Kingston Carrie Lagassé, RBC Royal Bank Brian Maloney, Union of Journeymen, Apprentices, Plumbers & Pipe Fitters Allen Prowse, Providence Care Harvey Rosen, City of Kingston Gillian Sadinsky, In-House Yoga Senator Hugh Segal Peter Splinter, Braebury Homes Corporation Jerry Springer, Kingston Terminal Properties Stephen Tanner, Kingston Police Ross Toller, Correctional Service of Canada Bhavana Varma, United Way serving KFL&A Chris Whitaker, St. Lawrence College Coordinated Case Management Committee Chair: Allen Prowse Kathy Cabral Lee Campbell Jim de Hoop Stephen Doig Dominique Duruisseau Karen Efron Val Esford Tom Greening Vicky Huehn Karen Merkel Jennifer Payne-Oddie Ron Shore Liz Strange Lillian Walcer Bhavana Varma Chris Viquiera Success By 6 20 Success By 6 Resource Allocation Chair: Lesley Kendall Jacquie Costron Laurie Dixon Megan Hughes Julia Jackson Adele Lafrance Kathy MacRae Brenda Martin Leanne O Mara Rémi Straus Committees

13 20 Success By 6 Council of Partners The Success By 6 Council of Partners includes representatives from private businesses, government and education. Their commitment is to early development and making KFL&A a child-friendly community. Algonquin and Lakeshore Catholic District School Board, Michael Schmitt Algonquin and Lakeshore Catholic District School Board, Joanne Fisher Ambassador Conference Resort, Venicio Rebelo Assurant Solutions, Kathy Burke (Past Chair) Bank of Montreal, Lloyd Fleming Canadian Forces Base Kingston, Col. Rick Fawcett Children s Aid Society, Ray Muldoon CHUM Radio Kingston, Greg Hinton City of Kingston, Desirée Kennedy (Past Chair) Correctional Service Canada, Ross Toller Corus Entertainment Incorporated, Mike Ferguson County of Frontenac, Elizabeth Savill (Past Chair) County of Lennox & Addington, Larry Keech E.I. Dupont Canada Company, David Yake Empire Life, Les Herr Hotel Dieu Hospital, Elizabeth Bardon Invista Canada, Paul Brown J.E. Agnew Food Services Ltd., Leanne O Mara (Co-Chair) KFLA Public Health, Dr. Ian Gemmill (Past Chair) KFLA Public Health, Valerie Stenzl Kingston General Hospital, Leslee Thompson Kingston Police Chief Stephen Tanner (Co-Chair) Kingston Police Chief, Deputy Chief Bob Napier Kingston This Week, Ron Drillen Lennox & Addington Family and Children s Services, Greg Moon Limestone District School Board, Brenda Hunter McDonald s Restaurants of Greater Kingston & Area, Karen Sutherland Ministry of Community & Social Services, Ministry of Children & Youth Services, Rachelle Blanchette Novelis Specialty Products, Greg Barone Ongwanada Resource Centre, Robert Seaby Providence Care, Dale Kenney Queen s University, Dr. Daniel Woolf Rogers Radio Group, John Wright Royal Bank Corporate Offi ce, Gerry Ethier Royal Military College, Commodore W.S. Truelove St. Lawrence College, Chris Whitaker TD Canada Trust, Mike Brunette The Kingston Whig-Standard, Ron Laurin United Way serving KFL&A, Bhavana Varma 20 Success By 6 Evaluation & Monitoring Committee Chair: Charlotte Rosenbaum Laura Austin Rachelle Blanchette Laurie Dixon Mary Jo Dowker Kim Greek Megan Hughes Annette Keogh Joel Lefebvre Kathy MacRae Ray Peters Valerie Stenzl Rowland Tinline 20 Success By 6 Making KFL&A Child-Friendly Committee (Success By 6 Week) Co-Chairs: Julie Brown, Corus Entertainment Greg Hinton, CHUM Radio Kingston Bonnie Golomb, Profi le Kingston Brian Dodo, BmDodo Strategic Design Calvin White, SNAP Kingston Elizabeth Bardon, Hotel Dieu Hospital Jen Cameron, BmDodo Strategic Design Justin Chenier, KFLA Public Health Karen Sutherland, McDonald s Restaurants of Greater Kingston & Area Kelly Wiley, St. Lawrence College Liz Savill, County of Frontenac Mary-Jane McLaughlin, Lennox & Addington Resources for Children Mike Dwyre, The Kingston Whig-Standard Sarah Crosbie, Rogers Radio Group Kingston Shelley Aylesworth-Spink, Queen s University Tim Durkin, CKWS FM Valerie Stenzl, KFLA Public Health Staff: Kim Hockey Angélique Tamblyn Bhavana Varma Committees 11

14 UNITED WAY SERVING KFL&A Impact Areas The United Way invests in programs and services that have a wide range of impact. In 20, the Board of Directors developed Impact Areas that reflect the programs and initiatives United Way funds. Based on research and community consultations, United Way focuses its funding on the following impact areas: Growing Up Great All That Kids Can Be All that Kids Can Be targets early years, children & families and youth. The goal is to ensure children and youth are valued and supported members of the community with opportunities and resources to help them reach their fullest potential. Turning Lives Around Healthy People, Strong Communities Healthy People, Strong Communities targets vulnerable people, people with barriers and in need of support, seniors and victims of violence and abuse. The goal is to improve opportunities for people to access programs and supports that empower them to overcome barriers, build resilience, reduce isolation and be part of a caring, inclusive community. Belonging to Community From Poverty to Possibility From Poverty to Possibility targets poverty, homelessness and neighbourhoods. The goal is to help people engage in their community by strengthening neighbourhood revitalization efforts, reducing poverty, and improving access to affordable housing. 12 Impact Areas

15 We make a difference every single day Community Investment United Way s Community Investment Fund supports a network of agencies that provide vital social services to thousands of people throughout the region single parents, abused women, young children and teenagers, the elderly, the physically challenged, and the homeless. This base support of funding provides stability and allows agencies the fl exibility to develop and respond to the emerging needs of the communities they serve. It also allows them to make long-term plans, knowing they have a stable source of funding. In addition to funding through the Community Investment Fund, United Way offers one-time grants to agencies. These grants provide one-time support for capital and program needs, enabling agencies to respond to new emerging needs and issues, often leveraging other sources of funding. Healthy Community Fund Once again in 20, United Way serving KFL&A partnered with the City of Kingston to administer the Healthy Community Fund (HCF) at no charge to the City. This fund is designed to foster projects that support the health of the community s youth, neighbourhoods, seniors, culture and volunteers. United Way volunteers and City councillors carefully reviewed all requests in accordance with HCF criteria and guidelines to provide a total of $192,650 for 17 projects. Winter Warmth Initiative In 20, the Winter Warmth fund provided energy grants to 137 households in Kingston, Frontenac, Lennox and Addington. This program was jointly funded by Hydro One, Union Gas and the United Way. The goal of this program is to ensure that families avoid losing heat and hydro and remain housed during the cold winter months. United Way acts as trustee of the grants and works with Kingston Community Health Centres, Salvation Army Napanee and Southern Frontenac Community Services. 20 Member Agencies & Demonstration Grants Big Brothers Big Sisters Kingston, Frontenac, Lennox & Addington Boys and Girls Club of Kingston & Area Canadian Hearing Society Canadian Mental Health Association Canadian National Institute for the Blind Elizabeth Fry Society Epilepsy & Seizure Disorder Resource Centre Food Sharing Project Frontenac - Kingston Council on Aging Girls Inc. K3C Community Counselling Centres Kairos Katarokwi Native Friendship Centre Kingston Home Base Non-Profi t Housing Kingston Interval House Kingston Literacy and Skills Kingston Military and Family Resource Centre Kingston Youth Shelter Lennox & Addington Interval House Northern Frontenac Community Services Ontario March of Dimes Outreach St. George s Kingston Ryandale Shelter for the Homeless Sexual Assault Centre Kingston St. John Ambulance Association St. Vincent de Paul Society Youth Diversion Program 20 Grants Almost Home Alzheimer s Society Kingston Community Response to Neighbourhood Concerns Complex Cooperative Nursery School Easter Seals Ontario, KFL&A Region Elizabeth Fry Society Frontenac Children s Aid Society Hospice Lennox and Addington Hotel Dieu Child Development Centre Independent Living Centre Kingston K3C Community Counselling Centres Katarokwi Native Friendship Centre KFL&A Public Health Kingston Community Health Centres Kingston Family YMCA Kingston Interval House Kingston Literacy and Skills Kingston Military Family Resource Centre Kingston Roundtable on Poverty Reduction Kingston Youth Shelter Lennox and Addington Resources for Children Lennox and Addington Family and Children Services Lennox and Addington Foster Parent Association Lennox and Addington Seniors Outreach Service Limestone Advisory for Child Care Programs MS Society Frontenac, Lennox & Addington Chapter Oakwood Preschool Education Centre Partners in Mission Food Bank Pathways for Children and Youth Ryandale Shelter for the Homeless Salvation Army Napanee Southern Frontenac Community Services The Child Centre - Northern Frontenac Community Services Winter Warmth Initiative Impact Areas 13

16 UNITED WAY SERVING KFL&A Community Wide Impact We re working with community partners to address the root causes of social issues Our Community is a vital, vibrant place. Our most pressing needs change from season to season, from year to year. United Way works with the community to identify issues that matter the most to the people of KFL&A, now and in the future. United Way invests in research to identify the challenges facing our community. We collect data, consult with the community and research best practices to develop reports on issues that we believe are critical in the community. 14 Community Wide Impact

17 Action for Neighbourhood Change United Way s Action for Neighbourhood Change, a poverty reduction initiative, brings the City and community groups and individuals together to engage residents and revitalize neighbourhoods. By creating a Residents Advisory Group and working with a Community Advisory Group, the United Way facilitates a long-term process to develop leadership in neighbourhoods in Kingston. Homelessness United Way is in a unique position to bring together our community s resources. We continue to build partnerships with community and business leaders, with Labour, social service agencies and with all levels of government. The United Way coordinated A Place First, a community plan on homelessness in Kingston. The United Way and the City worked together to implement the recommendations from this plan. One of the recommendations we implemented was to bring together a Community Leadership Group. Another recommendation from the Plan was to develop a coordinated case management approach. This was done with the establishment of a Coordinated Case Management Committee. In 20 the United Way also released the 20 Report on Homelessness & Affordable Housing in Lennox & Addington. Community Plan on Poverty Reduction We see fi rst hand the impact that poverty has on the people and families we serve and the cascading effect on the community as a whole. The City of Kingston, United Way and Kingston Community Roundtable on Poverty Reduction started the process of facilitating the development of a comprehensive plan to establish a long term and collaborative community poverty reduction strategy. This coordinated strategy will focus on improving quality of life while reducing the impacts of poverty. This plan is based on the experience, the reality and the solutions of our community organizations, agencies and individuals. It builds on the existing work that is already being done to lessen the impact on those living in poverty. IMPACT OF DONATIONS Growing Up Great: All That Kids Can Be 12,000 elementary and high school students had nutritious in-school snacks and meals, which helped them improve their concentration and engagement. 221 kids developed healthy attitudes and social skills through positive relationships with adult mentors. Turning Lives Around: Healthy People, Strong Communities More than 200 seniors found a new sense of safety with the help of peer support for elder abuse. 564 women and their kids were able to start again, free from violence and abuse with the help of safe accommodation, counseling and supports. Belonging to Community: From Poverty to Possibility 1,039 people found stability with a place to call home through emergency, transitional or permanent housing. 130 low-income or working-poor families were able to keep the heat on in the winter. Community Wide Impact 15

18 Research and Data Community Profiles The Community Profi les Report is the result of collaborative efforts and input from the Children s Services Planning Tables in the South East Region, the United Way serving KFL&A and the project lead team. It includes 35 indicators to measure how well children and youth are doing in various neighbourhoods across the South East Region. The report provides specifi c information that will support service providers, parents, professionals, and organizations by identifying areas of strength and vulnerability in the population of children and youth. We bring people together from all walks of life to build a better community for all Success By 6 We all know that it takes a community to raise a child. Through Success By 6, funds are distributed to support early childhood development, parenting, transportation and access to programs designed for children 0-6 years, their parents and caregivers. Take the time, make the moments matter. By working towards making KFL&A child-friendly, we hope to increase the time parents and caregivers spend with their children. A child-friendly focus is designed to heighten awareness about the importance of early childhood learning and care, ensuring that our young children are a priority in our community. Through Success By 6 we are working with individuals and partner groups across the region to make KFL&A childfriendly. Through an awareness campaign Take the Time, Make the Moments Matter, Success By 6 Week reminds people in our community about the importance of early years in development. 20 Success By 6 Week Participants The following organizations and businesses provided low or no cost activities through Success By 6 Week, which ran May 8 to 15, 20. Agnes Etherington Art Centre Artillery Park Aquatic Centre Better Beginnings for Kingston Children Boulevard Cinema, Napanee Boys & Girls Club of Greater Kingston Chapters City of Kingston County of Frontenac County of Lennox & Addington Cruickshank Construction Empire Capitol 7 Theatre Feel Yoga Greater Napanee Indoor Pool KFLA Public Health Kingston Family YMCA Kingston Military Community Sports Centre Kingston Military Family Resource Centre L&A Public Libraries L&A Resources for Children Limestone Advisory for Child Care Programs Little Cataraqui Conservation Area Living Yoga Studio Loblaws - Midland Avenue MacLachlan Woodworking Museum McDonald s Restaurants of Greater Kingston Ontario Early Years Centres Oxford Learning Centre Path Yoga Samatva Yoga The Child Centre, Sharbot Lake The Early Years Centre, Sacred Heart Catholic School The Rural VISIONS Centre Voices of Joy Gospel Choir W.J. Henderson Pool Wolfe Island Early Years Centre 16 Community Wide Impact

19 UNITED WAY SERVING KFL&A Engagement We bring people together from all walks of life United Way Day of Caring Day of Caring is an opportunity for volunteers in the workplace to connect with their local community. On this day, employees from local workplaces head out to not-for-profi t agencies in KFL&A. They work on specifi c projects and learn about local services. It s a win-win for all agencies get much needed work and repairs completed and volunteers get to learn about their community through a hands-on experience. Teambuilding is a secondary effect of working together on a project in a completely different environment. In 20, 195 volunteers and 28 workplaces worked on 25 projects. Seeing is Believing Tours The Seeing is Believing tour provides volunteers and donors with an opportunity to see fi rst hand the impact of their donations in the community as they visit local agencies and programs. They get a chance to meet the front line workers who deliver the programs as well as recipients who benefi t from the services. In 20, two bus tours were organized thanks to the City of Kingston, Kingston Transit who provided the buses. In addition to these group tours, thirteen custom tours were organized. Speakers Bureau The members of the United Way serving KFL&A Speakers Bureau are staff members, board members, volunteers or service recipients of United Way funded organizations. Speakers put a human face to the United Way and share success stories that demonstrate the impact of United Way funded programs. This illustrates to current and prospective donors the local United Way slogan, Building Stronger Communities Together, and the effects of their investment in the community through United Way. In 20, 39 speakers spoke to 168 workplaces. Engagement 17

20 UNITED WAY SERVING KFL&A Building Capacity We strengthen the voluntary sector by building the capacity of not-for-profit organizations Volunteer Leadership Development Services United Way s Volunteer Leadership Development Services (VLDS) initiative helps non-profi t boards of directors navigate through the voluntary sector s ever-changing landscape. Through assessment, training and follow-up, VLDS matches trained facilitators with non-profi t boards in search of expertise. In 20, there was one customized workshop and six public workshops. 20 Topics included Outcome Measurement Imagine Canada Survey of Giving, Volunteering and Participating Effective Marketing Strategies Non-Profi ts and the Harmonized Sales Tax (Canada Revenue Agency) Creating an Effective Board Team Workplace Confl ict Resolution Union Counselling A partnership between the United Way and the Kingston and District Labour Council, the Union Counselling program helps workers to fi nd effective solutions and community support for issues outside the scope of their collective agreements. Union Counsellors are often the fi rst contact for co-workers with problems. In 20 members from CUPE, Canadian Union of Public Employees, OPSEU, Ontario Public Service Employees Union and AMAPCEO, Association of Management, Administrative & Professional Chrown Employees of Ontario were trained. There were a total of 14 sessions covering the following topics: Access to services, Mental health issues, Services for Youth and Seniors, Addictions, Retirement, Confl ict resolutions and other topics. Workers Help Centre The Help Centre is designed to help both union and non-union workers with access to community resources. This service benefi ts those who have lost their jobs due to layoffs, downsizing or closure. It also helps with personal issues or other problems affecting workers. The Centre is located in the Steelworkers Union Centre at 5 Sutherland Drive. In 20, 248 referrals were made, helping 157 workers in our community. 18 Building Capacity

21 Volunteer Services New, Spring 2011 According to 2007 Statistics Canada, approximately half of all Canadians volunteered their time and energy with charities and/or not-for-profi t organizations. The coordination and organization of these volunteers is a critical role. Without the help of these dedicated volunteers many not-for-profi t organizations such as youth groups, sports teams, museums, and social service agencies would not be able to operate and serve the members of the community who desperately need their services. The United Way will be introducing a volunteer services coordination role, starting spring United Way Volunteer Services will support individuals and organizations in the not-for-profi t sector to develop and enhance their capacity to address community needs in Kingston, Frontenac, and Lennox & Addington through volunteerism. The United Way will support enquiries about volunteering opportunities and match them up with the needs of not-forprofi t organizations in our region. 211 On June 25, 20, 211 services launched in Kingston, Frontenac, Lennox & Addington. Serving 184,407 citizens, 211 s easy-to-remember phone number will help residents access thousands of programs and services with one call. When residents do not know where to turn in a situation, speaking to a live, trained person helps them understand possible options and can prevent a worse crisis from occurring. 211 services include a three-digit phone helpline (2-1-1) and website ( Both the phone number and website connect people to over 56,000 social and health organizations in the community to help with a number of challenges, from fi nding employment, language classes and settlement services to accessing food programs. Benefits of 211 Everyone benefi ts from individuals, families and professionals to community agencies and people facing barriers due to languages, poverty or personal diffi culty. Here are just a few examples: A son seeking transportation for his aging parents A senior seeking home-care support A laid-off employee wanting to fi nd out about employment insurance A teenager trying to deal with school or social issues A family searching for child care service in the community A mother wondering where she can enroll her daughter in soccer A recent immigrant looking for help getting settled in the region In addition to the benefi t to residents, 211 also provides a very convenient and effi cient resource for disaster management. 211 helps funders and municipalities in planning through their annual report. By analyzing the information provided, planners can identify gaps, demand, services and areas that may be underserved. From June to December 20 5,632 people were helped. The top 5 reasons for call for the KFL&A region during the fi rst six months of the 211 service were: Income & Financial Assistance Health Individual & Family Services Community Services Information Services Building Capacity 19

22 UNITED WAY SERVING KFL&A 20 Campaign Clearly, the last few years have been challenging ones for many of our citizens, the agencies that support our citizens, employers, labour and local government. Yet we have seen, over this period, incredible generosity and sharing by all within our community to ensure those in need no matter what the reason get the support they need. 20 was an incredible year for United Way, raising a remarkable total of $3.145 million in donations and pledges and setting a 12 th straight fundraising record. Les Herr 20 Campaign Chair Breakdown of 20 Campaign 82% Workplace Campaigns 4% Community Events 14% Community Giving Campaign

23 Donors Rise to Leadership Challenge Grant Leadership Giving, gifts of $1,000 or more, is the fastest growing part of our annual campaign. In 20, Leaders of the Way represented 33% of the total achievement. A large contributor to this growth was the Leadership Challenge Grant generously provided by Empire Life, which matched new and increased leadership gifts. Thanks to this very generous grant, an additional $275,000 was raised in 20. Leaders of the Way Philanthropists ($25,000 +) A. Britton Smith Patrons ($,000 - $24,999) Elaine & Michael Davies, The Davies Charitable Foundation Rene & Cheryl Doornekamp Peter & Frances Splinter John & Diana Weatherall GCWCC Patrons ** ($,000 - $24,999) Erin McCormick & Douglas Mason Pacesetter ($5,000 - $9,999) Dr. W.J. Beck & Dr. M.J. McCracken Dr. & Mrs. Russell E. Boyce John & Nancy Burge Mike Fitzpatrick Les Herr & Susan Nicholson Doug & Penny Hogeboom Anne Topper & Geoff Lockwood Dr. H. Murray & Mr. D. Bruce Barbara Parker Dr. Carol A. White Margaret Zakos 2 Anonymous Pacesetters GCWCC Pacesetters** ($5,000 - $9,999) 1 Anonymous GCWCC Pacesetter Builders ($2,000 - $4,999) Marion C. Abell Mark & Tracy Airhart Len & Mary Ellen Anderson Jack & Maritza Bailey Nicholas & Martha Bala Elizabeth A. Bardon Jane Bayly Lorna C. Boag Dr. Maureen Briscoe Dr. Elizabeth A. Brown Jim Brown & Joan Lee Kathy Burke & Family Bernard Burkom Peter & Anne Case Cheryl Clarke Richard Cleaver Bill & Lois Corbett Susan Cupido W.T. & M.C. Depew Dr. John Drover Dr. Paul Dungey Cathy Dunne Dr. Martin H. Edwards Albert & Christa Fell Walter Fenlon & Linda Ann Daly W. Craig Ferguson Peter & Marisa Finnegan Ian M. Fraser & Janine M. Schweitzer Teresa & Edward Gibson Mary Graham Carl & Elizabeth Hamacher Pauline & Gunnar Heissler Dr. Willa Henry Kathryn Hutchison & Michael Bernas Sheila & Peter Kingston Marcel & Judith Labbé Andrea Lawn & Bruce Anderson Marina Lee Steve MacCharles & Helen Robinson Dr. Donald MacLachlan Katherine & Paul Manley Eric Marcotte Dennis Masson Dr. Tom Mawhinney Sharmila Menon C.C & Alida Moffatt Jim & Julie Parker John & Susette Pearson Randy Pitcher Allen & Catherine Prowse Elinor Gill Ratcliffe Janet & Walter Rosser Sonny & Gillian Sadinsky Edith Smith Marilyn & Jerry Springer Christopher & Nancy Sproule Greg Sullivan Julie & Phil Tompkins Jean & Bernard Trotter Peter & Anne Trousdale Rakesh & Bhavana Varma Lee Wetherall & Chris Galbraith Tim & Jana Wieczorek Roger Wilson Dr. Diana Wyatt 9 Anonymous Builders GCWCC Builders ** ($2,000 $4,999) Timothy Byrne Sheila Dyne Simonne Ferguson Hilda Manning Lynne Poirier Prof. Gordon E. Simons Nancy Stableforth Leaders of the Way ($1,000 - $1,999) Dr. Vivian C. Abrahams Roger & Sandra Allen J. Allen 20 Campaign 21

24 Gavin Anderson & Vicki Schmolka Timothy Arnaud Diane Arthur David Athersych Shelley Aylesworth-Spink Ruth Bailey & John Dorland Mavis B. Bain Beverley Baines Gordon & Maureen Bale David Ball Dr. D. Bardana Greg Barone Bert Barr Brent Barr Gayle Barr & Peter Bryson Cynthia Beach Lindsey Belch Rick & Cheryl Bell Fred Benford Bill & Rebecca Bentley Evelyn Blanchard Douglas & Joan Bowie Peter J. Boyle Dr. & Mrs. Hugh Bright Roland Brunet Dr. Gary Burggraf R. Burkholder Jane & Peter Candlish William T. Cannon Elizabeth Capon Mary Ellen Card Dr. Nancy Carr Dr. Ian R. Casson & Dr. Ruth Wilson Glen & Chantal Cavanagh Brian Chenoweth Nancy Churchman Mr. & Mrs. Bob Clark Fr. Don Clement Dan Corcoran Richard & Jacquie Costron Frances & Robert Crandall Gord Crothers Dr. Elsie G. Culham Denise & Rob Cumming Robert & Linda Dalrymple Peggy & Ted Davidson Tracy Davidson Peter & Lucille Davies Caroline Davis D.J. Day Giovanni De Giorgio Mike Degrace Louann & Morris den Otter Joyce devette-mcphail Liz Dobbs Jones & Mike Jones William (Bill) Dobson Danna Dobson & Chris Eggink Richard A. Dodds Kim Donovan Steve Dowling Dawn Downey & Deborah Hudson Shai Dubey & Lisa Bodnarchuk Charlene Fawcett Mark J. Finn Lloyd & Tina Fleming Frances & Jim Flett Nancy Foster John & Hazel Fotheringham Cathy E. Foy Chris Frank Mac & Elinor Freeman Josephine Fuller Stewart Fyfe David & Suzanne Gaensbauer Brent & Lynn Gallupe Dorothy Geiger John & Assunta Gerretsen Deacon Bill Gervais Jim Gibson Jack Gilfi llan Anthony & Amanda Goerzen Jenn & Sam Goodwin Barry & Alicia Gordon Ann M. Gow Ryan & Shannon Graham T.C. Nicholas Graham Janis & Alan Grant Susan Greaves Dr. Mike & Mrs. Martina Green Vivek & Sunita Gupta M. Denyse Hand James & Joan Handforth Dr. David Alan Hanes Peter Harding Carl & Desirée Hare Ron Hawkins John Hazell Roger & Anna Healey Richard Heiden Molly Higginson Tina & Kylie Hinch & Family Tim & Kim Hockey Elisabeth Hoedicke Jon Hulse G.T. Hunt Brenda Hunter Lanie Hurdle Bruce & Linda Hutchinson Sue & Timo Hytonen Norman & Katherine Jackson Bruce D. Jeffery V.I. & Jackie John John Johnson & Mary Ann Higgs Speros & Petula Kanellos & Family Deborah Kearney Robert & Roxanne Kempe Grace Kennedy Dale & Lorraine Kenney Ken Keyes Shawn Kimber Frank Kontos Merle Koven Carrie Lagassé Clara Lambert Louis Lapierre & Ginette Genier Ronald Laurin Laurent Le Ber Sandy & John Lebert Marc LeBlanc Maurice Leeder Stephen L. Leeder David & Diane Leeson William & Claire Leggett Jan & Hal Linscott Kenneth Linseman Steven Liss & Karen Anthony Donna Low Terrence Ly Marie & Sean Mackenzie Dr. & Mrs. A.W. MacLean Christopher MacRae Lynne Manuel Dr. David & Mrs. Mona Mark Gary McCabe Campaign

25 Jeff McCord Sue McDermid Brig. General Kenneth H. McKibbin Dr. William McLatchie & Laureen Snider David B. & Jean McLay Connie McVeigh Henry & Marion Meyer Mark Michener Francis H. Milledge Amanda Milliken Peter Milliken Brian & Anne Milne James Mingo M. Monteyne Kathryn Moore Ruth Mott & Himansu Desai Raymond J. Muldoon Joan & Greg Mumford Turgut Mutel Neil & Mary Neasmith Laurie & Richard Newport Gary Nichol & Laurel Wallace Dan Norman Jordan O Neil Christine Overall The Packman Family Professor Vic Pakalnis Susan Paloschi Jatinder Parhar David E. Parker Joe & Beth Pater William J. Patterson Carol Porter Darran Prest G. Donald Pringle David Rappaport Mr. & Mrs. Donald A. Redmond Vic & Peg Reed Jack Reid, In memory of Joyce & Ian Sean & Kim Reynolds Tom & Eleanor Rivoire David & Valerie Robb Paul & Charlotte Rosenbaum Jamie & Diane Ross Martha & Scott Runté Lorraine Ryan M. D. Sackfi eld Mark & Joanne Santoni Susan & David Saunders Michael Sayer Michael Schmitt Arthur Mitchell Scott Jill Scott William Seath Hugh & Donna Segal Dana Silva Duncan & Leona Sinclair Martin & Michelle Skolnick Britton C. Smith Ronald Smith Karen & Matthew Smith Jeremy Squire Marie-Noël St-Cyr James & Anne Stanley Robert Thomas, In Memory of Bonnie Thomas Carrie Thompson Leslee Thompson Guy Thorne Peter & Nancy Timan Rowland & Carolyn Tinline Matt & Joanne Van Nest Walter Viner Danny Watson Lynn & Betty Watters Mike Welker Brian & Katherine Wherrett Chris & Vicki Whitaker Jim & Roberta Whitehead Dean & Sharon Wight Tom Wightman Sandi Wilde Dan Williams Robert Wolfe Hsuan Wong & Keith Chan Daniel & Julie Woolf Aidan Wornes Gerard R. Wyatt David Zelt Dr. Ireneus B. Zuk 73 Anonymous Leaders GCWCC Leaders ** ($1,000 - $1,999) Ethel Albertini J. Arp David Bailey Kimberley Baxter Susan Beare Mark Bierman Hugues Bonin D. E. Bouchard Joseph Buckley Heather Caird Sean Carscadden Douglas H. Clark Dolorès Cléroux Michael F. Crowley Jamie Drew Rhonda Flatman Chantal Fraser John Grenville Keri Hatfi eld Charles Mark Hazleton Dan Heurter Randall Jenkins B. Kain & E. Eisenhauer Zenith Elizabeth Keeping Nancy Kinsman David Lauzon Jane Mallory Lawrence McDonough Rick Melanson Karl Michaud Sharon Miklas J. Miller Donna Morrin Ronald B. Morris Darren Mullin Shawn Osborne Howard Page Bruce Pettipas Joshua Pike Darren Rich Marilyn Robinson Wendy Robinson Margaret Rose Candace & David Salvisburg Steven Semenuk Stacy Siville Sue Thom Tom Tinney William Truelove Fred Tufnell Bernice Westlake Cathy Wherry Gord Wight Sharon G. Wilkinson 17 Anonymous GCWCC Leaders 20 Campaign 23

26 Friends of the Way Friends of the Way ($500 - $999) Lori Acay Donna & Delbert Adams Barbara Allen Kim Allen Samuel Anderson Bruce & Pat Anderson Elaine Andress Christine Andrus W & C.A. Anglin David Armstrong Carynne Arnold Shelley Arnott Bryan Ash David E. Axford Cheryl Azulay Susan Babbitt Peter & Beverly Bacon J. Clair Bailey Martha Bailey Michael C. Baird John Baker Kim Ball Keith & Marilyn Banting Teresa Barach Jason Barkley Todd Barnes Dale Barr Darlene Bassett Donna Beckstead Harold Belmont Holly Benn Gary & Lynda Bissonette Patricia Boe Michael & Maxine Bowen Rachel Brace Marilyn & Taras Broadhead Lester Brooks Brenda Brown Derrick Brown Shari Brown Steve Brown Peter M. Bruce Tom & Judie Bryant David Bull Donna Bull Greg Burke James Butcher Jessi Butts Laurie Byron C. Cain-Lough Doug Campbell Florence Campbell Lynne Campbell Charles Campling John Capobianco Linda Carey Sandra Carlton Carpenter Family James Carscallen John Charles Cartledge Elizabeth Cartwright Michael Cassidy Robert Cavanagh Justin Chenier Glenna Churchill Lynn Cilles Wanda Clapp M.E. Clark Larry Clarke James A. Clinton Richard R. Clow Susan P.C. Cole Alastair Coleman Janis Coligan Alex Conant Jack Cooper Chris Corcoran Kathleen Coulson Thomas J. Courchene Jenifer Crockett Dr. Lola Cuddy & Dr. Mel Wiebe Peggy Cunningham Donald A. Currie Shirley Custance Donna Davidson Gordon Davis John Davis Graham & Bev Dawson Cathy Degrace Michael & Susan Dent Nancy Dickson Barbara Dickson Paul Didrikson Patti Dixon-Medora Shari Doherty Daren Dougall Alison Dow Brian Downes Dale Drew Mark & Paula Dryden Matt Dubblestein Katherine Dyne Brenda Earl David Edwards Doug Elliott Cindy Evans Edward Eves George & Maureen Ewan Judy Fair Susan Faris Bob Fawcett Robert Fisher Mary Fleming Janet Flynn Alan Forsyth Timothy Fort Julie Fossitt C. Foster Stephen A. Foster Mark Frederick Lorna & Ralph Froats Lise Gallagher Dave Gardham K. Gatenby Dave Gault Margaret Gee Gilles Gelinas Ian Gemmill & Margaret Doherty Tom Gencarelli Trevor Gervais Kevin Gibbs Sudeep & Mala Gill Tom Gingrich Marianne Girling C.F. Gleeson Pierre B. Gobin Hugh & Elizabeth Goldie David Gordon John & Virginia Gordon Dr. Robert Gordon Maureen Grant Diane Greene Gary Greer Lucille & Aubrey Groll Jock Gunn Denise Hagerman Barbara Halladay G. Blake Halladay Maryann Halladay Tom & Dale Ham Roberta Hamilton Campaign

27 Elizabeth Harlow Nicholas Harrington Cheryl Harris Margaret Harrison Nicole Harrop Donald Harvey Sam Hauserman David Hawkins Councillor Dorothy Hector D. Heenan Herwart Helmstaedt Cathy & Alf Hendry Kylie Hinch Neil Hobbs E.J. Hodder Peter Hodson Neda Hohlacov David Holden Richard Holmes Trevor Homer Andrew Hooper R. Hope-Simpson Theodore Hsu & Tara Sharkey Hum-Antonopoulos Family Bill & Janet Hunter John Hunter Alan & Jen Hurd Nicole Hutcheson John & Katie Ireland David Irwin K. Jackson Andrew Janusz Joan Jardin Christine Jewell Brian Johnston Audrey Jones Brad Joyce Paul Kasurak Larissa Katz Kimberly L. Kay Jim Kelly Al Kemp John Keuning Larry Kimmerly David & RoseMarie Kingsley Tim Kingston & Tamara Kayfetz-Kingston Richard Kirkpatrick Heather Klippenstein Cyndi Pruss & Rob Knobel James Knowlton Colleen Korderas & Family Tony Kostagiannis Margaret Kubalak John Kurish Beatrice Kurtzweg R. Kyek Wayne Lajoie Michelle Lamarche Robert Lane Nathalie Le Roc h Gilbert Leclerc David Lees Stephen R. Leighton Chantal Levac Frank Lewis Jennifer Locker James A. Low Christopher Lucas Pene Lucas A. & E. Lucas Monica Lyman Lynch Family Ken & Bev Macdonald Timothy MacDonald Yvette MacIsaac Dr. Paul MacKenzie James G. MacKinnon Francis MacLachlan Dan MacWhirter Joseph Maddison Denis N. Magnusson David & Isabelle Malcolm Jacquie Mallory Margherita Maloney Dickson & Anne Mansfi eld Allan Manson Douglas Martin Linda Martin William G. McArthur Dean McCormac Steven McCracken Robert McDonald Saunders McGhie Christine McLaughlin Greg McLean Tracy McMahon David McTavish Cecile McWhirter Alan McWhorter Darlene Medhurst Joel Menard Dr. David Mitchell Rod Moffatt K. L. Moore & Lois Moore Eric G. Moore Georgina Moore David More Merrilees Muir Karen Muncey Gerald Munro Ian Munro Kathleen Mussell Dale Neal Rose & Robert Nolan Kathleen Norman L. Notash Shelagh Nowla & Donald Hamilton Angela Nugent Dr. Kirti K. Oberai Kathleen O Connor Stephen Oikawa Cheryl Oleniuk Tony O Neill Dave & Sue Orgill Ruth Orwin Wendy Osborne Michael Paynter Bohumir Pazderka Diane Pearce V. Pearse Chris Phippen L. Phippen Steven Phippen Deborah & David Pichora William Charles Plaxton John Potter Mark Potter Judy Prang Theda Pretsell Eyre Purkin Bien & Family Scott Pyne Jack Raleigh Anthony Raposo Cheryl Rattray Courtney Raymond Peter Rayner David Read John Rebelo Julie Reed Barbara Reeves Blake Reeves Roger & Ann Louise Richard Hilary & Judy Richards Tyler Rider 20 Campaign 25

28 Carole Rivington Ziad Rizk Jeff Robbins John Romard Jonathan Rose Mark W. Rosenberg John & Betty Lynn Rots Rosalie & Stephen Roughton Lennox Rowsell Greg Ruse Pat Russell Richard Salmon Angela Salmond Savill Waterfi eld Family Cam Schaefer Steve Schroeter Mark & Louise Segsworth Paul Seigel Gloria & Gavin Shanks Mark & Pam Sibley Dr. & Mrs. Michael Simurda Peter H. Skelton Terri Slack Jeff Smith Ken Smith D. Leigh Smith Peter Smith Pierre Spenard Paul Splinter Doris Splinter-Flynn M. John B. Stalker Marjorie Stefan Kathryn Stewart Al & Lynn Stewart Dr. Alec & Anne Stewart Bev Stubbert Ana Sutherland R.A. Switzer Stephen Tanner Kim Tasse Marjorie Tessier Gregory Thompson David J. Thomson Malcolm Thorburn Carolyn Thornburrow Debbie Throop David Welbing Tian Lloyd Timson Paul & Barbara Jane Tobey Heather & Peter Tobias John Tomlinson Douglas & Myrna Townsend Michael Tozer Florina Truica-Marasescu David Tugwood Ronald Tulloch Alan Tun Craig Turner Elizabeth VanDenKerhof & David Goldstein Jennifer Vardy Marc Varin Gary Vincent Martin Vincent Raymond Viola Joanne Vivian John Walker Jill Wanless Kevin Wannamaker Ronald & Donna Watts Robert J. Weisnagel Trevor Wellman Cheryl Wemp Heather Wemp Andrew White Chuck White Sandra White Susan M.P. Wilcox Andrew Willing Nancy Wills Barbara Witheridge Sean Wong Martin Woock Don Wood A. Colin Wright Kelley Wright Dianne Wylie Sherry Yateman Barbara Yates Bill T. Young Roger Young Colin Youngman 167 Anonymous Friends GCWCC Friends** ($500 - $999) Sarah Allinson William Andrews Mary Arnold Steven Arthurs Tracey Augustyn Michael Barker June Blackburn Sylvain Boucher Dawn Broughton Margaret Byrnes Julie Callacott James Campbell Gillian Carpenter Kenneth Carr R. A. Chadwick Janice Clapp Joe Condy Sherry Corneil France Couture Steve Covell Bruce Michael Crews Jason D Amour Bernadette Dececchi Anik Desrochers Ron Dickenson Richard Dickson K. D Souza Guy Dube Sharon Dunlop Dr. David Emelifeonwu & Theresa Mitchell G. Errington Rick Fawcett Tracey Ferguson Dave Finucan Sarah Forbes David Fraser Jason Godin John Gosbee Mary Haigh Irene Hamilton Paula-Jane Haynes Timothy Hochban Thomas Hoedicke Edward Hughes Adam Jackson Cynthia Kent Lesley Kenyon Osei Kessie Scott Knight C. Laing Travis Lane Janet Lang Patrick Laverty Sylvain Leblanc Stephanie Lord Campaign

29 John MacFarlane J. Massey Louise Matte Matthew McCormack Wilfred McInnis Laura McKillen Jan McLaughlan Jonahtan McLean Robert Meade Anne Meyers Eldon Mills Stroyan L. Monkhouse Ed R.A. Murray Tania O Brien Christopher Oldroyd Margaret O Reilly Deleen Overvelde Mary Pedersen Sean Martin Peré Sylvia Poetschke Denise Preston Sarah Pullen Ellen Quesnelle David Quinn Thomas Racey Dr. Hafi zur Rahman Katherine Richards-Solc C. Annette Risto Sheri Robinson Dan Rouleau Otis Sacrey Mary Sadowski Janice Saunders Ella Rose Savage Francois Schenermann Dave Shepherd Lynn Smijan Kevin Smith Kevin Snedden Bruce Somers J. Szabo Jeff Szumlanski Mike Tabbert Karen Tayles Shannon Thompson Sarah Toomey Shelley Turner David L. Twigg Larry Tyrrell Lynne VanDalen Isabel Vidal Vanessa Wakil William Walker David Watts Ron D. Weir Jacquelyn Whyman Brad Wickett L. Wilkinson Christopher Willis Jan Wilson John Wyville 9 Anonymous GCWCC Friends ** GCWCC: Government of Canada Workplace Charitable Campaign The donor listings in this Annual Report refl ect gifts reported to the 20 Campaign at the time of this publication. We apologize for any omissions or incorrect information. Please contact United Way at if you notice any errors so that we may promptly correct it. Campaign Awards The United Way annual campaign raised $3,145,000 million in 20. Workplace campaigns make up 82% of this achievement. Over 2,000 volunteers work on this fundraising campaign every year. To recognize their efforts and the contributions of the employees in these workplaces, the United Way annually gives out awards based on participation and contributions. Keystone Team Awards Are given to employee workplace campaigns that raise $250,000 or more Kingston Garrison Queen s University Limestone Team Awards Are given to employee workplace campaigns that raise $0,000 to $250,000 Correctional Service Canada Empire Life Goodyear Canada Incorporated Novelis Incorporated Sandstone Team Awards Are given to employee workplace campaigns that raise $50,000 to $0,000 Assurant Solutions City of Kingston Homestead Land Holdings Limited INVISTA (Canada) Company Limestone District School Board Cornerstone Awards Are given to workplace campaigns that raise $25,000 to $50,000 Algonquin & Lakeshore Catholic District School Board BMO Bombardier Systems DuPont Canada Kingston General Hospital LCBO Millhaven Institution Providence Care RBC Royal Bank Workplace Leadership Awards These awards are given to workplaces with 5 or more Leaders of the Way. Ruby Leadership Award 40 + Leaders of the Way Queen s University 20 Campaign 27

30 Emerald Leadership Award 25 to 40 Leaders of the Way Correctional Service Canada Empire Life Kingston Garrison Diamond Leadership Award to 24 Leaders of the Way City of Kingston Kingston General Hospital Novelis Incorporated Providence Care RBC Royal Bank Sapphire Leadership Award 5 to 9 Leaders of the Way BMO CIBC Wood Gundy DuPont Canada Goodyear Canada Incorporated INVISTA (Canada) Company Limestone District School Board Labour Awards Unions who increased their support and participation in workplace campaigns. Canadian Union of Public Employees C.U.P.E Local 1302 Canadian Union of Public Employees C.U.P.E Local 1974 Kingston and District Labour Council K.D.L.C. Steelworkers Organization of Active Retirees S.O.A.R Chapter 16 Union of National Defence Employees U.N.D.E. Local 641 United Steel Workers USW Local 343 Bronze Awards Employee campaigns with a minimum of 50% participation & $50 per capita. Algonquin & Lakeshore Catholic District School Board - Board Offi ce Amherstview Public School Bombardier Systems Canada Revenue Agency CHUM Radio Kingston Empire Life KFL&A Public Health Lafarge Canada Cement Lancaster Drive Public School Limestone District School Board Education Centre Lord Strathcona Public School Ministry of Community Safety & Correctional Services Newburgh Public School Novelis Specialty Products Ontario March of Dimes Parole Board of Canada RBC Royal Bank RBC Royal Bank - Bath RBC Royal Bank - Gardiners Rd. RBC Royal Bank - Odessa Rideau Public School Robinson Solutions (Kingston) Incorporated The Prince Charles Public School Truedell Public School Union Gas Limited Utilities Kingston Wilkinson & Co. LLP Silver Awards Employee campaigns with a minimum of 65% participation & $65 per capita. BMO Nesbitt Burns Costco Cruickshank Construction Kingston Kingston Dodge Chrysler Kingston Literacy & Skills NORR Limited Architects and Engineers Northern Frontenac Community Services Corporation Ontario Realty Corporation RBC Dominion Securities Incorporated Scotiabank Secker, Ross & Perry Sydenham Public School XCG Consultants Limited Gold Awards Employee campaigns with a minimum of 75% participation & $75 per capita. The Canadian Hearing Society Conseil de Ecoles Catholiques de Langue Francaise DuPont Canada Eastern Fluid Power Incorporated Goodyear Canada Incorporated Homestead Land Holdings Limited J.E. Horton Public School Kingston Home Base Non-Profi t Housing Kingston Youth Shelter Regional Staff College Ryandale Shelter for the Homeless Sensient Colors Canada Limited Youth Diversion Program/Kairos Platinum Awards Employee campaigns with a minimum of 90% participation & $0 per capita. Allstate Insurance Collins Barrow SEO LLP CORCAN Defence Construction Elizabeth Fry Society HSBC Bank Canada Investors Group K3C Community Counselling Centres Kingston Community Credit Union KPMG LLP Ministry of Children & Youth Services, Youth Justice Services Ministry of Training, Colleges and Universities Novelis Global Technology Centre NPIF Kingston CoGen Corporation Campaign

31 Parker & Associates Incorporated RBC Royal Bank - 65 Princess Street RBC Royal Bank - Financial Planning RBC Royal Bank - Sydenham Reliance Home Comfort United Postal Service United Way serving KFL&A University Hospitals Kingston Foundation Windmills Spirit Awards Employee campaigns with 3 to 5 employees, 0% participation & minimum $50 per capita. Marc F. Raymond Opticians Yarker Public School Most Improved Awards Campaigns within each sector with the greatest increase in dollars raised. BMO Kingston City Police Kingston General Hospital Ministry of Children & Youth Services, Ministry of Children & Youth Northern Frontenac Community Services Corporation Royal Canadian Mounted Police Scott Environmental Group Limited St. Lawrence College Union Gas Limited Freshman Awards First time employee campaigns. Defence Construction Eastern Fluid Power Incorporated Kingston Frontenac Council on Aging Kingston Military Family Resource Centre Ontario Agency for Health Protections & Promotions - Public Health Labs Shared Support Services Southeastern Ontario Team Spirit Awards Workplace campaigns that excelled with their application of best practices. Corus Entertainment Incorporated Ministry of Environment Ministry of Government Services Ministry of Health Ministry of Transportation Ongwanada Ontario Power Generation Sun Life Financial Kingston Sun Media Kingston Group TD Canada Trust G Award for Greatness in Community Spirit Awarded to a volunteer who demonstrates true passion and caring. Kim Murray and Karen Mason (retiree) from Novelis are this year s recipients of the G Award! The power duo Karen and Kim, have worked tirelessly on their United Way Campaign co-chairing it since Among their many successes, campaign participation stands out. Since 1998 Novelis Global Technology Centre has received the Platinum Award for 90%+ participation each year. Kim and Karen have also been involved in Day of Caring and the Citizen s Review Panel. Spirit of Community Awards Organizations that reached outside their workplaces to engage the broader community. Ambassador Conference Resort Bonhams CHUM Radio Kingston Cineplex Odeon City of Kingston Corus Entertainment Incorporated Downtown Kingston BIA Empire Life Goodyear Canada Incorporated Investors Group Kingston & District Labour Council Kingston Frontenacs Kingston Garrison LCBO Limestone District School Board Ministry of Attorney General MYCAR Ontario Public Sector Progress Fitness Queen s University Students Rogers Radio Group Kingston Royal Canadian Mounted Police Royal Military College Sun Life Financial Kingston United We Curl Waddell Apples 20 Campaign 29

32 Caring Corporations Thank you to the corporations in the Kingston, Frontenac, Lennox & Addington area for their tremendous support and leadership. The following companies generously donated corporate gifts to the 20 campaign. $50,000 & over Empire Life Homestead Land Holdings Limited $20,000 - $49,999 Assurant Solutions INVISTA (Canada) Company Novelis Incorporated $,000 - $19,999 DuPont Canada Lafarge Canada Cement Morven Construction Limited NPIF Kingston CoGen Corporation RBC Royal Bank $5,000 to $9,999 BMO BMO Harris Private Banking CALIAN CIBC Costco Cruickshank Construction Kingston Goodyear Canada Incorporated Great West Life Assurance Company Kingston Community Credit Union Scotiabank Scott Environmental Group Limited Union Gas Limited $1,000 - $4,999 Andola Fibres Limited Bayhill Development Limited Bell Best Buy Canadian Tire Cataraqui Clermont Venture Corporation Limited Continental Conveyor (Ontario) Limited Corus Entertainment Incorporated Cunningham, Swan, Carty, Little & Bonham LLP Edwards Ford Sales (Kingston) Limited Fusetek Future Shop Limited Gordon Barr Limited Hydro One Kingston Dodge Chrysler Len Corcoran Excavating Limited McIntosh Perry Consulting Engineering Limited MYCAR Norsecan Properties Corporation Ontario Power Generation Open Text Corporation Parker & Associates, Incorporated Reliance Home Comfort Rogers Radio Group Kingston Sensient Colors Canada Limited Sharbot Lake Pharmacy Limited Shoalts and Zaback Architects Strathcona Paper Manufacturing Sun Life Financial Sun Media Kingston Group TD Canada Trust The Pepsi Bottling Group Incorporated Thomson Jemmett Vogelzang Verona Animal Hospital Professional Corporation Versaterm Incorporated Withey Consulting Incorporated XCG Consultants Limited $500 - $999 Bertoia Lathing Company Limited Bosal Canada Incorporated Eastern Fluid Power Incorporated Enbridge Gas Distribution Esso Hickey & Hickey HSBC Kincore Holdings Limited MacKillop Law Professional Corporation Pfi zer Canada Incorporated Sousa Ready Mix St. Lawrence Cruise Lines Incorporated Swish Maintenance Limited Taugher Mechanical & Controls Systems Limited Templeman Menninga LLP The Co-Operators Group Limited Windmills Union Gifts C.U.P.E. Local 229 C.U.P.E. Local 1302 C.U.P.E. Local 1750 C.U.P.E. Local 1974 C.U.P.E. Local 3175 Kingston District Labour Council Local Union of Journeymen, Apprentices, Plumbers & Pipe Fitters O.P.S.E.U. Local 482 O.P.S.E.U. Local 443 SEIU, Local 1 U.S.W. Local 343 Campaign Sponsors We gratefully acknowledge the support of the following organizations who sponsored events and services for the 20 Campaign. Ambassador Conference Resort Assurant Solutions Campaign

33 Bell Beyond Time Media CALIAN Cineplex Odeon Days Inn Kingston Go Courier Investors Group Kingston Frontenacs Kingston Transit Limestone District School Board Pan Chancho Bakery TD Bank Financial Group The UPS Store Tyroute Communications Inc. Banner Sponsors The following organizations showed their support throughout the Campaign period by sponsoring lamppost banners in downtown Kingston. Algonquin & Lakeshore Catholic District School Board Assurant Solutions BM Dodo Strategic Design BMO Bombardier Systems Empire Life Goodyear Canada Incorporated K3C Community Counseling Centres Kingston Community Credit Union Kingston Garrison Lafarge Canada Cement Limestone District School Board Novelis Incorporated Ontario Power Generation Queen s University Scotiabank Sun Life Financial TD Canada Trust Union Gas Limited 20 Loaned Representative Program Sponsors United Way s Loaned Representative Program provides a unique professional development opportunity for an organization s emerging leaders. Assurant Solutions, Patricia Geertsema Kingston Garrison, Taio Marson City of Kingston, Joanne O Toole Correctional Service Canada, Charles Bagasan Goodyear Canada Inc., Paul Meyers & Cheryl Clarke KGH/CUPE Local 1974, Sue Cupido Ministry of Transportation, Kathy Todd Novelis Specialty Products, Brian Brown Parole Board of Canada, Harry Smith TD Canada Trust, Alan Noonan Media Partners The United Way is deeply grateful for the outstanding support and commitment to the community demonstrated by local media. Their generosity is much appreciated. We gratefully acknowledge the tremendous support of our local media partners. CHUM Radio Kingston Corus Entertainment Incorporated Kingston Life Kingston Publications Kingston This Week The Kingston/Frontenac EMC The Kingston Whig-Standard The Napanee Beaver The Napanee Guide TVCogeco Kingston Profi le Kingston Rogers Radio Group Kingston SNAP Kingston Everyday Heroes Every day, our community feels the positive impact of everyday heroes. Every year, thousands of volunteers, organizations, frontline agencies, professional staff and our media partners come together to raise funds for services that benefi t their family, friends and neighbours. Individuals, business, labour, employees, and workplaces join forces, united in a common cause to build a stronger community and demonstrate their spirit of giving. 20 Campaign 31

34 UNITED WAY SERVING KFL&A Eternity Fund Continue the tradition of caring In addition to the annual campaign the United Way has established a permanent Endowment Fund to provide donors the option to invest in the future. United Way is a vital force in our community, providing support 365 days a year to residents in KFL&A. Whatever challenges face our community, we want our United Way to be able to address the issues, to provide the necessary support, and to work with the community on the root causes of issues. The Eternity Fund will provide a reliable stream of income well into the future, ensuring that the tradition of caring in our community continues for today s children and tomorrow s residents. How your gift can help your community and you Each year, the investment income from the Eternity Fund provides grants to social service agencies and programs in our community, with a focus on new and emerging needs. Because only the income is used to fund these programs, your gift will ensure the United Way can continue to make long-range plans to improve the quality of life in our community. So whether the future brings economic hardship or a local care crisis, the United Way will be there to lend a helping hand. 32 Eternity Fund

35 Eternity Fund Donors Bud Acton Assurant Solutions Paul Banfi eld Jane Bayly Natalie Blades Donna Bull William Cookman Mr. & Mrs. Gerry Cuppage Peggy & Ted Davidson Mike Deschesne William Drew Empire Life Marjorie J. Finlay Ian M. Fraser Ruby Garrow Marsha Gormley Heather Green Robert M. James Lynn King Janet Lee Katherine & Paul Manley Patricia McNeill Mariella Morrin Margaret Nesbitt Novelis Global Technology Centre Novelis Specialty Products Margaret Rhodes Hilary Richards Mr. & Mrs. Stephen Roughton Chris Rumball Harry & Mary Smith Mary-Alice Thompson Bhavana Varma Rakesh Varma David I. Wanklyn 1 Anonymous Donor Bequests Estate of Charlotte Abbott Estate of Emma Clench Estate of Eleanor Crossman Estate of Gelindo De Re Estate of Esther Mahood Estate of Helen Mahood Estate of Mary McLean Estate of Katherine Ross Muirhead Estate of Rose Oliver Estate of Margaret Reid Estate of Brendan Savage In Memory of Wes Alkenbrack In Memory of Betty Aulis In Memory of Madison Banting In Memory of Paula Beaubien In Memory of John Blanchard In Memory of June Buckingham In Memory of Clayden Cameron In Memory of Alex Campbell In Memory of Bridget Carmichael In Memory of Mary Cassidy In Memory of Lori Chowen In Memory of Beverly Clancy In Memory of Joan E. Copping In Memory of Matthew Dawe In Memory of Dr. Peter A. Darbyshire In Memory of Matthew Docherty In Memory of Oliver Doyle In Memory of Peter Dyne In Memory of Catherine Edwards In Memory of Hugheen Ferguson In Memory of Henry A.T. Fleming In Memory of Mrs. Freeman In Memory of Jack Gelder In Memory of W.H. Gormley In Memory of Vivian Griffi th In Memory of Anne Jansen In Memory of Leslie Joyce In Memory of Ken Kirkham In Memory of Manford Larmon In Memory of Megan Lloyd- Watts In Memory of Darryl F. MacDermaid In Memory of Helen MacGregor In Memory of Angus McDonell In Memory of George McGowan In Memory of Pamela McGuire In Memory of Joseph McKendry In Memory of Mr. & Mrs. Harold McLennan In Memory of Mr. Joe Melo In Memory of Bert Meunier In Memory of William E. Miklas In Memory of Jessica Miksa In Memory of Mary Morton In Memory of Margaret North In Memory of Lilian Piercy In Memory of Doris Reid In Memory of K. Jean Richardson In Memory of Ian Ross In Memory of Ian Samuel In Memory of Mr. & Mrs. John Savigny In Memory of Ellen Shepherd In Memory of Mark Slater In Memory of Ella Smith In Memory of Dr. Peter Smith In Memory of Katherine Splinter In Memory of Godfrey L. Spragge In Memory of Mr. & Mrs. Mac Storey In Memory of Ethel Sutton In Memory of Lou Tepper In Memory of Bonnie Thomas In Memory of Daniel Townsend In Memory of Mr. Varol Eternity Fund 33

36

37 United Way serving Kingston, Frontenac, Lennox & Addington 20 Financial Report Independent Auditors Report Financial Statements Statement of Financial Position - Assets Statement of Financial Position - Liabilities and Fund Balances Statement of Changes in Fund Balances Statement of Operations Statement of Cash Flows Summary of Significant Accounting Policies Notes to Financial Statements Schedule 1 - Administration, Fundraising and United Way Programs Expenditures Schedule 2 - Community Impact Initiatives Financial Report 35

38 Independent Auditors Report To the Members of United Way serving Kingston, Frontenac, Lennox & Addington Report on the Financial Statements We have audited the accompanying fi nancial statements of the organization which comprise the statement of fi nancial position as at December 31, 20 and the statements of changes in fund balances, operations and cash fl ows for the year then ended and a summary of signifi cant accounting policies and other explanatory information. Management s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these fi nancial statements in accordance with Canadian generally accepted accounting principles, and for such internal control as management determines is necessary to enable the preparation of fi nancial statements that are free from material misstatement, whether due to fraud or error. Auditor s Responsibility Our responsibility is to express an opinion on these fi nancial statements based on our audit. We conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the fi nancial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the fi nancial statements. The procedures selected depend on the auditor s judgment, including the assessment of the risks of material misstatement of the fi nancial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity s preparation and fair presentation of the fi nancial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity s internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by management, as well as evaluating the overall presentation of the fi nancial statements. We believe that the audit evidence we have obtained is suffi cient and appropriate to provide a basis of our audit opinion. Basis for Qualified Opinion In common with many charitable organizations, the organization derives revenue from donations and fundraising, the completeness of which is not susceptible to satisfactory audit verifi cation. Accordingly, our verifi cation of these revenues was limited to the amounts recorded in the records of the organization and we were not able to determine whether any adjustments might be necessary to donation and fundraising revenues, excess of revenue over expenditures, assets and changes in fund balances. Qualified Opinion In our opinion, except for the effects of the matter described in the Basis for Qualifi ed Opinion paragraph, the fi nancial statements present fairly, in all material respects, the fi nancial position of United Way serving Kingston, Frontenac, Lennox & Addington as at December 31, 20, and its fi nancial performance and cash fl ows for the year then ended in accordance with Canadian generally accepted accounting principles. Chartered Accountants Licensed Public Accountants Kingston, Ontario April 28, Auditor s Report

39 Statement of Financial Position United Way serving Kingston, Frontenac, Lennox & Addington December Assets Operating Fund Restricted Funds Endowment Fund Community Impact Initiatives Total Total Current Cash and bank (Note 1) $ 787,283 $ 1,045 $ $ 788,328 $ 639,294 Short-term investments (Note 2) 1,497,698 1,497,698 1,535,341 Pledges receivable (Note 3) 242, , ,385 Accounts receivable 11,078 11,078 7,365 Due from restricted funds 11,926 11,926 42,697 Inventory Prepaid expenses 8,369 1,326 9,695 18,739 2,559,537 1,045 1,326 2,561,908 2,491,397 Long-term investments (Note 4) 174,344 6, , ,866 Capital assets (Note 5) 29,321 29,321 42,681 $ 2,763,202 $ 611,616 $ 1,326 $ 3,376,144 $ 3,193,944 Liabilities and Fund Balances Current Accounts payable and accrued liabilities (Note 6) $ 528,912 $ $ $ 528,912 $ 538,634 Monies held in trust (Note 7) 5,167 5,167 4,800 Due to operating fund,600 1,326 11,926 42,697 Deferred contributions non-campaign 1,116 1,116 1,070 Deferred campaign revenue (Note 8) 1,501,827 1,501,827 1,404,714 2,137,022,600 1,326 2,148,948 1,991,915 Fund balances Invested in 417 Bagot Group (Note 4) 174, , ,941 Invested in capital assets (Note 9) 29,321 29,321 42,681 Reserves (Note ) 430, , ,000 Externally restricted 586, , ,872 Internally restricted 14,644 14,644 (18,702) Unrestricted (7,485) (7,485) 1, , ,016 1,227,196 1,202,029 $ 2,763,202 $ 611,616 $ 1,326 $ 3,376,144 $ 3,193,944 On behalf of the Board: Director Director The accompanying summary of signifi cant accounting policies and notes are an integral part of these fi nancial statements. Financial Report 37

40 Statement of Changes in Fund Balances United Way serving Kingston, Frontenac, Lennox & Addington For the year ended December Operating Fund Restricted Funds Endowment Fund Community Impact Initiatives Total Total Fund balances, beginning of year $ 643,859 $ 558,170 $ $ 1,202,029 $ 1,134,802 Excess of revenue over expenditures (expenditures over revenue) for the year 301,049 42,846 (318,728) 25,167 67,227 Inter-fund transfers (Note 11) (318,728) 318,728 Fund balances, end of year $ 626,180 $ 601,016 $ $ 1,227,196 $ 1,202,029 The accompanying summary of signifi cant accounting policies and notes are an integral part of these fi nancial statements. 38 Financial Report

41 Statement of Operations United Way serving Kingston, Frontenac, Lennox & Addington For the year ended December Operating Fund Restricted Funds Endowment Fund Community Impact Initiatives Total Total Revenue Campaign revenue (Note 12) $ 2,979,456 $ $ $ 2,979,456 $ 2,877,219 Funds transferred from other United Ways 35,147 35,147 20,208 Funds transferred to other United Ways (19,524) (19,524) (8,802) Community special events 98,430 98,430 98,122 Gross campaign revenue 3,093,509 3,093,509 2,986,747 Pledge loss (Note 13) (57,914) (57,914) (98,221) Net campaign revenue 3,035,595 3,035,595 2,888,526 Areas of service designations (Note 14) 8,388 34, , ,936 Donations 9,500 9,500 11,894 Investment income (loss) 12,624 49,968 62,592 84,449 Other revenue 3,415 3,415 2,786 Program grants 32,557 22,118 54,675 27,331 Total revenue 3,192,579 59,468 56,253 3,308,300 3,166,922 Expenditures Allocations and programs Communications and awareness project 22,613 22,613 19,891 Donor choice designations 578, , ,083 Program grants 1,669,3,600 99,709 1,779,412 1,736,187 United Way programs (Schedule 1 and 2) 238, , , ,919 2,486,180, ,981 2,871,761 2,740,080 Operations Community special events 27,316 27,316 24,841 Fundraising (Schedule 1) 382, , ,015 Investment management fee 6,022 6,022 6,582 Total expenditures 2,895,933 16, ,981 3,287,536 3,6,518 Income from joint venture (Note 4) 4,403 4,403 6,823 Excess of revenue over expenditures (expenditures over revenue) for the year $ 301,049 $ 42,846 $ (318,728) $ 25,167 $ 67,227 The accompanying summary of signifi cant accounting policies and notes are an integral part of these fi nancial statements. Financial Report 39

42 Statement of Cash Flows United Way serving Kingston, Frontenac, Lennox & Addington For the year ended December Cash flows from operating activities Excess of revenue over expenditures for the year $ 25,167 $ 67,227 Adjustments for items not involving cash Amortization of capital assets 15,053 13,316 Income from joint venture (Note 4) (4,403) (6,823) Loss on disposal of capital assets ,817 74,681 Changes in non-cash working capital balances Pledges receivable 4,737 27,522 Accounts receivable (3,713) 28,382 Inventory Prepaid expenses 9,044 (,859) Accounts payable and accrued liabilities (9,722) 39,398 Monies held in trust 0,367 (167,805) Deferred contributions non-campaign Deferred campaign revenue 97, , , ,595 Cash flows from investing activities Net (decrease) increase in long-term investment (120,646) 11,780 Purchase of capital assets (1,693) (6,501) (122,339) 5,279 Increase in cash and cash equivalents, during the year 111, ,874 Cash and cash equivalents, beginning of year 2,174,635 2,049,761 Cash and cash equivalents, end of year $ 2,286,026 $ 2,174,635 Represented by: Cash and bank - Operating Fund $ 787,283 $ 529,253 Cash and bank - Endowment Fund 1,045 1,041 Short-term investments 1,497,698 1,535,341 $ 2,286,026 $ 2,174, Financial Report The accompanying summary of signifi cant accounting policies and notes are an integral part of these fi nancial statements.

43 Summary of Significant Accounting Policies United Way serving Kingston, Frontenac, Lennox & Addington December 31, 20 Nature of Business The organization is incorporated under the laws of Ontario without share capital and is registered as a public foundation for income tax purposes. The organization is exempt from tax under subparagraph 149(1)(f) of the Canadian Income Tax Act. The mission of the organization is to support and strengthen the organized capacity of the community to care for one another. To this end (1) the organization continually raises funds, striving for annual growth to meet vital community needs; (2) the organization allocates donor dollars in response to current and changing human care needs; and (3) the organization strengthens the non profi t sector by providing organizational and other support services to community voluntary organizations. Use of Estimates The preparation of fi nancial statements in accordance with Canadian generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the fi nancial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from management s best estimates as additional information becomes available in the future. The estimates and assumptions are reviewed periodically and as adjustments become necessary they are reported in the periods in which they become known. Fund Accounting The accompanying fi nancial statements include the activities of the organization for which the Board of Directors is legally accountable. In order to properly refl ect its activities, the organization maintains its accounts in accordance with the principles of fund accounting in order that limitations and restrictions placed on the use of available resources are observed. The organization follows the restricted fund method of accounting for contributions. Under fund accounting, resources for various purposes are classifi ed for accounting and reporting purposes into funds in accordance with activities or objectives specifi ed. For fi nancial reporting purposes, the organization has combined funds with similar characteristics into three groups: Operating Fund, Endowment Fund and Community Impact Initiatives. The Operating Fund accounts for the expenditures related to allocations and programs, campaign, administrative and other operations of the organization fi nanced by campaign and general revenues. The Endowment Fund accounts for monies received for special purposes other than the building and operating program where only the income earned on the money is expendable for the special purposes designated. Externally restricted fund balance represents contributed capital, while the internally restricted fund balance represents the cumulative investment income (loss) less costs. The Community Impact Initiatives Fund supports a variety of United Way initiatives that help people to develop their potential for self suffi ciency and personal well being. This fund accounts for the operating activities of these initiatives. In 20, the initiatives were Success By Six, Leadership Development, Homelessness, 211 Program, Action for Neighbourhood Change and Community Impact. The statement of fi nancial position represents the combined position of all the funds of the organization. Short-term Investments Short-term investments are recorded at fair value. Inventory Inventory is stated at the lower of cost and net realizable value. Cost is generally determined on the fi rst-in, fi rst-out basis. Long-term Investments The long-term investment in the joint venture is recorded on the equity basis. Under this method, the investment is initially recorded at cost and is increased for the proportionate share of any post acquisition earnings and is decreased for any post acquisition losses. Other long-term investments are recorded at fair value. Capital Assets Capital assets are recorded at cost. Amortization based on the estimated useful life of the asset is as follows: Furniture and equipment 20% diminishing balance basis or years straight-line basis Telephone system 30% diminishing balance basis Computer equipment 30% diminishing balance basis or 2 to 3 years straight-line basis Financial Report 41

44 Summary of Significant Accounting Policies United Way serving Kingston, Frontenac, Lennox & Addington December 31, 20 Computer software 2 years straight-line basis Leasehold improvements years straight-line basis In the year of acquisition, amortization is calculated on capital assets at half-rates. Revenue Recognition The organization conducts a public campaign for funds during the last quarter of each calendar year in order to fund member agencies activities for the subsequent fi scal year. Accordingly, campaign revenue of the current year is deferred to the subsequent fi scal year. All allocations that are scheduled to be disbursed more than twelve months after the current year-end are fi nanced from the subsequent year s campaign. Pledges receivable at the end of the year refl ect amounts outstanding from the preceding campaign, less an allowance for pledge losses. Allowances are provided for amounts estimated to be uncollectible. The organization s accounting policy for recording current campaign pledges is on the cash basis. This policy conforms with that adopted by the majority of United Way organizations. Other unrestricted contributions are recognized as revenue of the Operating Fund in the year received or receivable if the amount to be received can be reasonably estimated and collection is reasonably assured. Restricted contributions related to operations are recognized as revenue of the Operating Fund in the year in which the related expenses are incurred. Donated Assets, Materials and Services Volunteers contribute a substantial number of hours each year to assist the organization in carrying out its activities. Because of the diffi culty of determining the fair value, contributions of such services are not recognized in the fi nancial statements. The organization receives gifts in kind from some donors, primarily for campaign costs of printing, supplies and public relations. These amounts are excluded from revenues and expenditures. Financial Instruments All fi nancial assets and liabilities are classifi ed according to their characteristics, management s intention, or the choice of category in certain circumstances. All fi nancial assets must be classifi ed as either held-for-trading, held-to-maturity, available-for-sale or loans and receivables. Financial liabilities must be classifi ed as held-for-trading or other liabilities. Financial assets and liabilities that are purchased and incurred with the intention of generating profi ts in the near term are classifi ed as held-for-trading, and are accounted for at fair value with the change in the fair value recognized in the results of operations. Those instruments that have a fi xed maturity date, where the organization intends and has the ability to held-to-maturity, are classifi ed as held-tomaturity and accounted for at amortized cost using the effective interest rate method. Loans and receivables are also accounted for at amortized cost using the effective interest rate method. When initially recognized, all fi nancial assets and liabilities are recorded at fair value on the balance sheet. In subsequent periods, fi nancial instruments will be valued at fair value, except for items that are classifi ed in the following categories, which will be measured at amortized cost. These categories are loans and receivables, investments held-to-maturity and fi nancial liabilities not held-for-trading purposes. An allowance for impairment that is other than temporary for fi nancial assets categorized as loans and receivables and investments held to maturity is recognized in the statement of operations. The organization has classifi ed all fi nancial assets as loans or receivables, with the exception of cash and bank, short-term investments and long-term investments. Cash and bank, short-term investments and long-term investments have been classifi ed as held-for-trading. Gains and losses are recognized in investment income in the period in which they arise. The organization has classifi ed all fi nancial liabilities as other liabilities. The organization assesses at each balance sheet date whether a fi nancial asset carried at cost is impaired. If there is objective evidence that an impairment loss exists, the amount of the loss is measured as the difference between the carrying amount of the asset and its fair value. The carrying amount of the asset is reduced and the amount of the loss is recognized in investment income. 42 Financial Report

45 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Cash and Bank The organization s bank accounts are held at one chartered bank. The bank accounts earn nominal interest. 2. Short-term Investments Royal Premium Money Market Fund $ 997,098 $ 1,292,802 RBC Guaranteed Investment Certifi cates % maturing in December ,092 RBC Guaranteed Investment Certifi cates % maturing in September ,508 RBC Guaranteed Investment Certifi cates % maturing in September ,539 $ 1,497,698 $ 1,535, Pledges Receivable Preceding year s campaign $ 309,648 $ 314,385 Less allowance for pledge losses (67,000) (67,000) $ 242,648 $ 247, Long-term Investments Operating Fund The organization has a one-third interest in a joint venture, the 417 Bagot Group, together with two agencies to own and manage the building in which they and two additional agencies carry on their operations. The investment in the joint venture is recorded on the equity basis which refl ects the net income or loss of the Group for the year ended December 31, 20. The following information represents the organization s one third interest: Assets Cash $ 23,611 $ 24,971 Accounts receivable 1, Due from related parties Capital assets 221, ,436 $ 246,789 $ 255,993 Financial Report 43

46 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Long-term Investments (continued) Liabilities and co-tenants capital Accounts payable and accrued liabilities $ 2,761 $ 2,077 Long-term debt 69,684 83,975 Co-tenants capital 174, ,941 $ 246,789 $ 255,993 Excess of revenue over expenditures Revenue $ 52,662 $ 52,667 Expenditures 48,259 45,844 $ 4,403 $ 6,823 Cash provided by (used in) Operating activities 12,930 $ 14,902 Financing activities (14,292) (13,7) Investing activities There are no signifi cant differences in accounting policies between 417 Bagot Group and the organization. The amount reported as long-term investments is determined as follows: Contributions since commencement $ 146,086 $ 146,086 Gain in earnings since commencement 28,258 23,855 $ 174,344 $ 169,941 The three participants in the joint venture are jointly and severally liable for a mortgage on the property. As at December 31, 20, the principal balance of the mortgage was $209,054. Endowment Fund Investments held with the Community Foundation for Kingston & Area $ 6,571 $ 489, Financial Report

47 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Capital Assets Cost Accumulated Amortization Cost Accumulated Amortization Furniture and equipment $ 77,725 $ 57,982 $ 76,032 $ 55,195 Telephone system 36,146 35,862 36,146 35,741 Computer equipment 115,396 9, ,396 98,893 Computer software 12,283 11,827 12,283,917 Leasehold improvements 8,999 6,144 8,999 5,429 $ 250,549 $ 221,228 $ 248,856 $ 206,175 Net book value $ 29,321 $ 42,681 During the year, the organization acquired $1,693 ( $6,501) of capital assets for cash. 6. Accounts Payable and Accrued Liabilities Accounts payable and accrued liabilities $ 50,848 $ 23,897 Donor designations 418, ,637 Grants payable 59, ,0 $ 528,912 $ 538, Monies Held In Trust In 2007, the organization entered into a contract with the Corporation of the City of Kingston (the City) to provide services, on a trust basis, to administer the Healthy Community Fund. The services include: (a) administration of the Healthy Community Fund application process; (b) determination and approval of grants from the Healthy Community Fund; (c) contracting with successful applicants as an agent of the City, and (d) issuing approved grants and tracking fulfi llment of conditions of each grant. Financial Report 45

48 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Monies Held In Trust (continued) Opening balance $ 4,800 $ 172,605 Receipts 404,845 Disbursements (304,478) (167,805) Ending balance $ 5,167 $ 4, Deferred Campaign Revenue Pursuant to the accounting policy, campaign revenue relating to the 20 campaign has been deferred to 2011 and will be used to fund allocations to agencies during that year. 9. Invested in Capital Assets The net assets invested in capital assets consists of: Capital assets, net $ 29,321 $ 42,681 Net investment in capital assets $ 29,321 $ 42,681 Changes in Fund Balance Invested in capital assets, beginning of year $ 42,681 $ 50,457 Expenditures Amortization of capital assets (15,053) (13,316) Other Loss on disposal of assets (961) Investment in capital assets Purchase of equipment with unrestricted resources 1,693 6,501 Invested in capital assets, end of year $ 29,321 $ 42, Financial Report

49 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, 20. Reserves Contingency Reserve Fund $ 130,000 $ 130,000 United Way Agency Funding Reserve 300, ,000 $ 430,000 $ 430,000 Contingency Reserve Fund In accordance with policy, the balance in the reserve is to be maintained at a maximum of % of the operating budget or three months of payroll commitments, whichever is higher. Contingency reserve funds are intended for contingency purposes, to be accessed only after formal approval by the organization s Board of Directors. United Way Agency Funding Reserve In accordance with policy, the balance in the reserve is to be maintained at a maximum of $300,000 or three months of funding. United Way Agency Funding Reserve funds are internally restricted and are intended for agency allocation purposes, to be accessed only after formal approval by the organization s Board of Directors. 11. Inter-fund Transfers In March 2011, the Board of Directors approved the transfer of $318,728 to the Community Impact Initiatives Fund from the Operating Fund as at December 31, Direct Expenditures in Revenue The organization has netted direct expenditures related to specifi c events that are run by the organization against revenue. The total direct expenditures included in revenue on the statement of operations are as follows: Events Revenue Direct Expenditures Net Events Revenue Direct Expenditures Net Campaign revenue $ 46,580 $ 26,575 $ 20,005 $ 53,949 $ 32,026 $ 21,923 Financial Report 47

50 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Pledge Loss Pledge (loss) - current year campaign $ (67,000) $ (67,000) Pledge (loss) - recovery of prior year s campaign 9,086 (31,221) $ (57,914) $ (98,221) 14. Areas of Service The amount of $142,523 ( $151,936) represents designations to areas of service through the Campaign 2008 Donor Choice program. These designations were collected through payroll pledges received through the calendar year 2009, and are paid out during the 20 process of determining agency allocations. 15. Lease Commitments The organization has entered into a lease with the 417 Bagot Group, a related joint venture for use of its premises at 417 Bagot Street, Kingston. This lease requires monthly payments of $3,401 and has no pre-determined expiration date. The organization leases a postage machine for $662 per quarter expiring April 30, The minimum annual lease payments for the next fi ve years are as follows: 2011 $ 43, $ 41, $ 40, $ 40, $ 40, Related Party Transactions The organization has a one-third interest in a joint venture, the 417 Bagot Group, as detailed in Note 4 to these fi nancial statements. The organization rents premises from the joint venture as disclosed in Note 15. These transactions are in the normal course of operations and are measured at the exchange value (the amount of consideration established and agreed to by the related parties), which approximates the arm s length equivalent value for sales. 17. Employer-Employee Group Plan The organization is a participant in a group registered retirement savings plan. The organization contributes, on behalf of each eligible employee, an amount equal to the employee s contribution to a maximum of 5% of earnings. During the year, the organization expensed $19,185 under this group registered retirement savings plan arrangement. 48 Financial Report

51 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Fair Value of Financial Instruments The organization s fi nancial instruments consist of cash and bank, short-term investments, pledges receivable, accounts receivable, long-term investments and accounts payable and accrued liabilities. These fi nancial instruments are equivalent to their respective carrying values given the short-term nature of the accounts. Investments are measured at fair value on the balance sheet as quoted by investment brokers. As at December 31, 20, a fair value adjustment to long-term investments resulted in an unrealized gain of $33,947 ( $45,521). This amount has been included in investment income (loss) on the statement of operations. Unless otherwise noted, it is management s opinion that the organization is not exposed to signifi cant currency or credit risks arising from these fi nancial instruments. As a result of holding fi nancial instruments, the organization is exposed to investment risk, market risk and interest risk. The following is a description of those risks and how the organization manages its exposure to them. (a) Investment risk management Risk management relates to the understanding and active management of risks associated with all areas of the business and the associated operating environment. Investments are primarily exposed to interest rate and market risk. The organization mitigates these risks with an investment policy designed to limit exposure and concentration while achieving optimal return within reasonable risk tolerances. (b) Market and interest rate risk The risks associated with the investments are the risks associated with the securities in which the funds are invested. The value of equity securities changes with stock market conditions, which are affected by general economic and market conditions. The value of securities will vary with developments within the specifi c companies or governments which issue the securities. The value of fi xed income securities will generally rise if interest rates fall and fall if interest rates rise. Changes in interest rates may also affect the value of equity securities. 19. Re-allocation of Administration Expenditures General management and administrative expenditures are re-allocated between fundraising expenditures, program expenditures, and Community Impact Initiatives Fund expenditures based on the organization s budget allocation at the beginning of the year in which the administrative expenditures are incurred Fundraising expenditures 37 % 37 % Program expenditures 21 % 21 % Community Impact Initiatives Fund expenditures 42 % 42 % 0 % 0 % Financial Report 49

52 Notes to Financial Statements United Way serving Kingston, Frontenac, Lennox & Addington December 31, Management of Capital The organization defi nes its capital as the amounts included in its Fund balances. The organization sets the amount of Fund balances in proportion to risk, manages the Fund/Net Asset structure and makes adjustments in light of changes in economic conditions and the risk characteristics of the underlying assets. The organization s objective when managing capital is to safeguard its ability to sustain itself as a going concern so that it can continue to provide the appropriate level of benefi ts and services to its benefi ciaries and stakeholders. A portion of the organization s capital is restricted in that the organization is required to meet certain requirements to utilize its externally and internally restricted Fund balances, as described in the Summary of Signifi cant Accounting Policies under Fund Accounting for the Endowment Fund and in note for Reserves. The organization has internal control processes to ensure that the restrictions are met prior to the utilization of these resources and has been in compliance with these restrictions throughout the year. Management and the Board of Directors carefully considers fundraising campaigns, grants, sponsorship and investment income to ensure that suffi cient funds will be available to meet the organization s short and long-term objectives. The organization monitors its fi nancial performance against an annual budget. Surpluses from unspent operational activities are accumulated under the Operating Fund s Unrestricted fund balance. In the event that revenues decline, the organization will budget for reduced distributions and reduced operational expenditures. 21. New Accounting Pronouncements Recent accounting pronouncements that have been issued, but are not yet effective, and have potential implication for the organization are as follows. Financial Instruments The Canadian Institute of Chartered Accountants has recently amended CICA Handbook section 3855, Financial Instruments- Recognition and Measurement. These amendments clarify the application of the effective interest method after a debt instrument has been impaired and when an imbedded prepayment option is separated from its host debt instrument for accounting purposes. These amended standards are effective for fi scal periods beginning on or after January 1, 2011, however, early adoption is permitted. The organization is currently assessing the impact of these amended accounting standards on its fi nancial statements. 22. Subsequent Event Subsequent to year end, the Board of Directors approved the purchase of new donor database software for the approximate cost of $60, Financial Report

53 Administration, Fundraising and United Way Programs Expenditures United Way serving Kingston, Frontenac, Lennox & Addington Schedule 1 For the year ended December Direct costs Salaries and benefits Other direct costs Admin. Fundraising Programs Total Total $ 84,831 61,928 $ 227,716 84,173 $ 157,723 7,445 $ 470, ,546 $ 420, ,118 Sub-total 146, , , , ,156 Amortization of capital assets 15,053 15,053 13,316 Dues and shared costs 24,172 24,172 21,360 General offi ce expenditures 4,641 5,233 3,402 13,276 7,532 Occupancy costs 4,690 14,070 9,771 28,531 27,788 Total expenditures before re-allocation of administration expenditures and cost recovery of donor choice designations 171, , , , ,152 Re-allocation of administration expenditures (Note 19) (171,143) 63,323 35,940 (71,880) (54,579) Cost recovery for donor choice designations (12,078) (12,078) (9,844) Total expenditures $ $ 382,437 $ 238,453 $ 620,890 $ 546,729 Financial Report 51

54 Community Impact Initiative United Way serving Kingston, Frontenac, Lennox & Addington Schedule 2 For the year ended December Success by Six $ 55, % $ 55, % Leadership Development 35, , Homelessness 30, , Program 9, , Action for Neighbourhood Change 23, , Community Impact 27, Total expenditures before re-allocation of administration expenditures 180, % 183, % Re-allocation of administration expenditures (Schedule 1) 71,880 54,579 $ 252,659 $ 238, Financial Report

55 When you give to the United Way, you can rest assured that your gift will be invested wisely where it can have the most impact.

56 417 Bagot Street Kingston, ON K7K 3C1 Tel: Fax: The United Way serving KFL&A is committed to being an environmentally responsible organization. This document is printed on Enviro0 0% post-consumer recycled, Environmental Choice Certified, Processed Chlorine Free paper made with bio gas energy. Select Photography by Bernard Clark Design by Bonhomme Design Studio