2011-11-22T07:55:31-06:00 2011-03-31 DAVIS & HODGDON ASSOCIATES CPAS PLC 33 BLAIR PARK RD STE 201 WILLISTON VT 05495 990 2010-04-01 030217229 UNITED WAY OF CHITTENDEN COUNTY INC UNIT 8028647541 412 FARRELL STREET SUITE 200 SOUTH BURLINGTON VT 05403 MARTHA MAKSYM 8028647541 2011-08-09 true BRET HODGDON 8028781963 2011-11-22 2010 2016-02-24 21:20:13Z MARTHA MAKSYM 412 FARRELL STREET SOUTH BURLINGTON VT 05403 6587876 false X WWW.UNITEDWAYCC.ORG X 1942 VT UNITED WAY OF CHITTENDEN COUNTY ADVANCES THE COMMON GOOD BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES. FOR OVER 60 YEARS, WE HAVE ENGAGED COMMUNITY LEADERS AND VOLUNTEERS TO TAKE A BIRD'S EYE VIEW OF THE HUMAN CARE NEEDS IN CHITTENDEN COUNTY AND HAVE HELPED LEAD THE WAY IN IMPROVING THE QUALITY OF LIFE HERE. WE ACCOMPLISH THIS THROUGH THE FOLLOWING ACTIVITIES: -RAISING MILLIONS OF DOLLARS EACH YEAR THROUGH A COMMUNITY CAMPAIGN, AND INVESTING THAT MONEY IN HIGH QUALITY PROGRAMS AND INITIATIVES SERVING THE NEEDS OF CHILDREN, FAMILIES, AND INDIVIDUALS THROUGHOUT CHITTENDEN COUNTY THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH. -INVESTING MONEY, STAFF TIME, AND OTHER RESOUCES TO CONVENE MULTI-SECTOR COLLABORATIONS THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH, WITH A GOAL TOWARD IMPROVING THE CONDITIONS AND SYSTEMS AFFECTING ALL PEOPLE IN OUR COMMUNITY; AND -MOBILIZING THE VOLUNTEER CAPACITY IN OUR COMMUNITY BY ANNUALLY RECRUI 28 28 43 1512 0 4686465 4903425 1000 0 57207 118639 75581 62946 4820253 5085010 2791611 2689425 0 1225120 1258266 0 520867 488596 479793 4505327 4427484 314926 657526 5671733 6238640 893083 761587 4778650 5477053 X UNITED WAY OF CHITTENDEN COUNTY ADVANCES THE COMMON GOOD BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES. FOR OVER 60 YEARS, WE HAVE ENGAGED COMMUNITY LEADERS AND VOLUNTEERS TO TAKE A BIRD'S EYE VIEW OF THE HUMAN CARE NEEDS IN CHITTENDEN COUNTY AND HAVE HELPED LEAD THE WAY IN IMPROVING THE QUALITY OF LIFE HERE. WE ACCOMPLISH THIS THROUGH THE FOLLOWING ACTIVITIES: -RAISING MILLIONS OF DOLLARS EACH YEAR THROUGH A COMMUNITY CAMPAIGN, AND INVESTING THAT MONEY IN HIGH QUALITY PROGRAMS AND INITIATIVES SERVING THE NEEDS OF CHILDREN, FAMILIES, AND INDIVIDUALS THROUGHOUT CHITTENDEN COUNTY THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH. -INVESTING MONEY, STAFF TIME, AND OTHER RESOUCES TO CONVENE MULTI-SECTOR COLLABORATIONS THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH, WITH A GOAL TOWARD IMPROVING THE CONDITIONS AND SYSTEMS AFFECTING ALL PEOPLE IN OUR COMMUNITY; AND -MOBILIZING THE VOLUNTEER CAPACITY IN OUR COMMUNITY BY ANNUALLY RECRUI false false 2400360 2000594 FOR MANY YEARS, UNITED WAY OF CHITTENDEN COUNTY FUNDED AGENCY PROGRAMS WHICH PROVIDED DIRECT SERVICES TO COMMUNITY MEMBERS WHO NEEDED THEM. HOWEVER, A NEW MODEL FOR DETERMINING WHICH PROGRAMS TO FUND WAS IMPLEMENTED IN 2007. FUNDING DECISIONS ARE NOW BASED ON A SET OF TARGET OUTCOMES WHICH WERE IDENTIFIED THROUGH A COMPREHENSIVE COMMUNITY PARTICIPATION PROCESS. WORKING IN THREE "IMPACT AREAS," EDUCATION, INCOME AND HEALTH, TEAMS OF COMMUNITY VOLUNTEERS REVIEW APPLICATIONS AND RECOMMEND SPECIFIC AMOUNTS OF PROGRAM FUNDING BASED ON CRITERIA THAT INCLUDE: ALIGNMENT WITH DESIRED OUTCOMES; PROGRAM QUALITY; PROGRAM OUTCOMES AND THE IMPACT OF OUR FUNDING. WE ASK HOW MUCH EACH PROGRAM IS DOING, HOW WELL THE WORK IS BEING DONE, AND IF ANYONE IS BETTER OFF AS A RESULT OF (CONTINUED ON SCHEDULE O) PARTICIPATING IN THE PROGRAM. AS A MEANS TO ACHIEVE COMMUNITY IMPACT, UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN (4 MILLION RAISED IN 2010)WHICH INCLUDES WORKPLACE CAMPAIGNS AND INDIVIDUAL SOLICITATION. THE ABILITY TO MAKE INVESTMENTS FOR COMMUNITY IMPACT IS DEPENDENT UPON THE SUCCESS OF THAT COMMUNITY CAMPAIGN EACH YEAR. TO ADD VALUE TO THE FINANCIAL INVESTMENT, PROGRAM STAFF PROVIDES TECHNICAL ASSISTANCE ON HOW TO MEASURE PROGRAM SUCCESSES, HOW TO SHARE BEST PRACTICES AND RESOURCES, AND HOW TO AVOID REDUNDANCIES. IN ADDITION, PARTICIPATING AGENCIES HAVE ACCESS TO ASSISTANCE WITH WRITING THEIR APPLICATIONS FOR FUNDING, AS WELL AS TO HELP WITH REPORTING THEIR PROGRAM SUCCESSES, OUTPUTS AND OUTCOMES. 589077 589077 IN OUR ANNUAL COMMUNITY FUNDRAISING CAMPAIGN, AND TRUE TO OUR MISSION TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLE'S LIVES, WE PROVIDE THE OPPORTUNITY FOR DONORS TO SUPPORT OTHER NONPROFIT ORGANIZATIONS INCLUDING UNITED WAYS WITHIN THE STATE AND NATIONALLY. AS A COURTESY TO OUR DONORS, WE PROCESS THOSE DONOR DESIGNATIONS WITHOUT ASSESSING A FEE OR KEEPING A PERCENTAGE. HOWEVER, ALL AGENCIES RECEIVING DONOR DESIGNATIONS MUST ANNUALLY VERIFY COMPLIANCE WITH PROVISIONS OF THE USA PATRIOT ACT AND VERIFY THEY ARE AN AGENCY IN GOOD STANDING AS AN IRS CODE SECTION 501(C) (3) NONPROFIT ORGANIZATION. 553718 99754 IN ADDITION TO INVESTING FINANCIAL RESOURCES IN STRATEGIC PROGRAMS, UNITED WAY OF CHITTENDEN COUNTY OPERATES THE VOLUNTEER CONNECTION, A COMPREHENSIVE VOLUNTEER ACTION CENTER WHICH SUPPORTS OUR MISSION TO MOBILIZE THE COMMUNITY AND IMPROVE PEOPLE'S LIVES THROUGH SERVICE. THE FOCUS OF THE VOLUNTEER CONNECTION IS TO PROVIDE MEANINGFUL VOLUNTEER OPPORTUNITIES TO INDIVIDUALS, BUSINESSES AND GROUPS, WHILE PROVIDING NONPROFIT ORGANIZATIONS WITH VOLUNTEER MANAGEMENT ASSISTANCE, CONSULTATION AND TRAINING SUPPORT. TYPICALLY OVER 400 VOLUNTEER LISTINGS CAN BE FOUND AT WWW.UNITEDWAYCC.ORG BY CLICKING ON "VOLUNTEER NOW." (CONTINUED ON SCHEDULE O) IN 2010 4,780 PEOPLE UTILIZED THE UWCC VOLUNTEER CONNECTION SERVICES FOR AN ESTIMATED 141,851 HOURS OF DONATED SERVICE AT 285 LOCAL NONPROFITS FOR A VALUE TO THE COMMUNITY OF 2,642,698 (BASED ON THE VERMONT AVERAGE HOURLY WAGE.) FOR VOLUNTEERS 55+, THE VOLUNTEER CONNECTION OFFERS SPECIALIZED PLACEMENT SERVICES AND OPPORTUNITIES TO DRAW ON LIFE EXPERIENCE, WISDOM AND PROFESSIONAL SKILLS TO FOSTER CHANGE, ONE GENERATION TO THE NEXT. THESE SERVICES ARE PARTIALLY FEDERALLY FUNDED BY TWO NATIONAL INITIATIVES TO MOBILIZE 55+ VOLUNTEERS, RSVP (54% FEDERALLY FUNDED) AND THE FOSTER GRANDPARENT PROGRAM (59% FEDERALLY FUNDED). 87201 BECAUSE OF THE STRONG NETWORK OF PROGRAMS PROVIDED BY OUR MEMBER AGENCIES, UNITED WAY IS ABLE TO WORK AS A CONVENER, FACILITATOR, AND COLLABORATOR IN COMMUNITY IMPROVEMENT AND SYSTEMS CHANGE INITIATIVES, I.E. COMMUNITY PROBLEM SOLVING. CRITERIA TO BECOME INVOLVED IN THAT WORK ARE: 1. ALIGNMENT WITH OUR UNITED WAY MISSION; 2. ALIGNMENT WITH OUR THREE IMPACT AREAS; 3. THE ABILITY TO LEVERAGE NON-CAMPAIGN FUNDS & RELATIONSHIPS; 4. COMMUNITY NEED; 5. THE ABILITY TO MEASURE RESULTS; 6. RELEVANCE TO DIVERSE STAKEHOLDERS; 7. WHETHER UNITED WAY WILL BE ACCEPTED AS THE "MOBILIZER" AND/OR THE LEADER; AND 8. THE SUSTAINABILITY OF THE COMMUNITY CHANGE. PARTNERSHIPS FOR SYSTEM CHANGE INCLUDE VARIOUS COMBINATIONS OF OUR NONPROFIT AGENCY PARTNERS, FAITH-BASED ORGANIZATIONS, GOVERNMENT, THE SCHOOLS, LAW ENFORCEMENT, HEALTH CARE PROVIDERS, BUSINESS GROUPS AND OTHER NONPROFITS. A COMPLETE LISTING OF OUR COMMUNITY INITIATIVES CAN BE FOUND ON OUR WEBSITE AT WWW.UNITEDWAYCC.ORG UNDER "HOW UNITED WAY HELPS." A BRIEF SYNOPSIS OF THREE MAJOR INITIATIVES(ONE IN EACH OF THE THREE IMPACT AREAS OF EDUCATION, INCOME AND HEALTH) AND THEIR CURRENT SUCCESSES FOLLOWS: 1. CHITTENDEN COUNTY TRUANCY PROJECT: A GOAL OF THE EDUCATION IMPACT AREA IS ENSURING THAT CHILDREN, YOUTH AND YOUNG ADULTS ACHIEVE THEIR POTENTIAL. IN ALIGNMENT WITH THAT GOAL IS OUR SUPPORT OF THE CHITTENDEN COUNTY TRUANCY PROJECT AS A STRATEGIC INITIATIVE TO IMPROVE HIGH SCHOOL GRADUATION, AND JUST ONE OF THE MANY STRATEGIES WE INVEST IN THROUGH OUR FOCUS ON EDUCATION. RESEARCH SHOWS THAT SCHOOL ATTENDANCE IS A STRONG PREDICTOR OF SCHOOL SUCCESS. IN THE LATE 1990'S, NEARLY 100 STUDENTS WERE DROPPING OUT OF HIGH SCHOOL IN BURLINGTON EACH YEAR, ALMOST 10% OF THE STUDENTS GRADES 9-12. BURLINGTON SCHOOL DISTRICT ADOPTED A NEW ATTENDANCE POLICY IN 1999. SINCE THEN: 1. THE BURLINGTON SCHOOL DISTRICT ANNUAL DROP-OUT RATE HAS FALLEN FROM 9.5% IN 1998-99 TO 2.8% IN THE '10-11 SCHOOL YEAR; 2. IN 1999, THE ESTIMATED GRADUATION RATE (4 YEAR COHORT) WAS JUST 67%, AND BY THE '09 -'10 SCHOOL YEAR, THAT GRADUATION RATE INCREASED TO 84.88%; 3. ANNUALLY, APPROXIMATELY 60 MORE STUDENTS ARE GRADUATING TODAY THAN DID IN 1999; AND 4. OVER-ALL ABSENCES HAVE DECREASED BY 25% SINCE 2000. IN 2006, A COUNTY-WIDE ATTENDANCE POLICY MODELED AFTER BURLINGTON'S WAS ADOPTED BY ALL SCHOOL DISTRICTS IN CHITTENDEN COUNTY, AS WELL AS THREE OTHER CONTIGUOUS COUNTIES. TODAY ALL DISTRICTS IN THE STATE ARE REQUIRED TO HAVE AN ATTENDANCE POLICY WITH A GOAL TOWARDS REDUCING THE STATEWIDE DROP- OUT RATE. RECENTLY, CHILDREN'S HEALTH MAGAZINE RATED BURLINGTON AS THE NO. 1 CITY IN THE US TO RAISE CHILDREN. EDUCATION WAS THE MOST HEAVILY WEIGHTED MEASURE AND BURLINGTON STOOD OUT FROM THE NATIONAL AVERAGE IN THE NUMBER OF STUDENTS TO GRADUATE. 2. THE WORKING BRIDGES PROJECT: A GOAL OF OUR INCOME IMPACT AREA IS TO BUILD WORKFORCE DEVELOPMENT CAPACITY FOR YOUTH AND ADULTS BY PROVIDING SUPPORTS SO THEY HAVE THE WELL- BEING AND ASSISTANCE THEY NEED TO WORK, AND BY TRAINING THEM FOR THE JOB AND LIFE SKILLS THEY NEED IN THE WORKPLACE. "WORKING BRIDGES," A PUBLIC-PRIVATE PARTNERSHIP, HELPS INDIVIDUALS CONNECT WITH RESOURCES AND OVERCOME BARRIERS SO THAT THEY ARE SUCCESSFUL AT WORK. IT WAS CREATED BY CONCERNED EMPLOYERS AND UWCC TO DEVELOP, TEST AND SHARE WORKPLACE PRACTICES TO IMPROVE THE PRODUCTIVITY OF LOW TO MODERATE WAGE WORKERS, HELPING THEM STAY AND ADVANCE AT WORK, WHILE BECOMING MORE FINANCIALLY STABLE. MORE THAN 50 EMPLOYERS ARE ENGAGED IN THE PROGRAM THROUGH ITS TRAININGS, EMPLOYER WORKGROUP MEETINGS, INCOME ADVANCE LOAN PROGRAM, AND/OR ON-SITE RESOURCE COORDINATOR SERVICES. EVALUATIONS DEMONSTRATE THAT THE PROGRAM IS POSITIVELY IMPACTING RETENTION AND ABSENTEEISM RATES FOR LOCAL EMPLOYERS, WHILE IMPROVING EMPLOYEES' ECONOMIC WELL-BEING. 100% OF LEADING PARTICIPATING EMPLOYERS REPORT THAT WORKING BRIDGES IS HELPING THEM ACHIEVE THEIR ORIGINAL GOALS: 1. HIRING, RETAINING, AND ADVANCING LOWER WAGE WORKERS 2. MAXIMIZING THE EFFECTIVENESS OF THEIR WORKFORCE 3. HELPING THEIR WORKERS ACHIEVE FINANCIAL STABILITY BY INVESTING A SMALL AMOUNT OF SEED MONEY, UWCC WAS ABLE TO LEVERAGE A LARGE GRANT FROM JANE'S TRUST TO LAUNCH WORKING BRIDGES. 3. BURLINGTON COMMUNITY STREET OUTREACH PROGRAM: A COMMUNITY GOAL (TARGET OUTCOME) OF OUR HEALTH IMPACT AREA IS THAT ALL PEOPLE HAVE ACCESS TO THE CARE THEY NEED TO BE FREE FROM SUBSTANCE ABUSE AND ITS CONSEQUENCES. AN ADDITIONAL GOAL IS THAT THEY HAVE ACCESS TO AND BENEFIT FROM QUALITY, AFFORDABLE MENTAL HEALTH CARE WHEN NEEDED. THE STREET OUTREACH PROGRAM WAS DEVELOPED IN 1998 TO RESPOND TO CONCERNS ABOUT THE GROWING NUMBER OF PEOPLE IN THE DOWNTOWN BUSINESS DISTRICT WITH UNMET SOCIAL SERVICE NEEDS, INCLUDING MENTAL HEALTH AND SUBSTANCE ABUSE. THE GOALS OF THE PROJECT, WHICH ALIGN UNDER OUR HEALTH IMPACT AREA, ARE TO: 1) CONNECT PEOPLE WITH UNMET NEEDS TO SERVICES; 2) DECREASE THE AMOUNT OF ANTISOCIAL BEHAVIOR IN THE AREA, AND 3) DECREASE THE AMOUNT OF ILLEGAL ACTIVITY IN THE AREA. SINCE ITS INCEPTION, INCIDENTS IN THE BUSINESS DISTRICT INVOLVING PERSONS WITH UNMET SOCIAL AND MENTAL HEALTH NEEDS HAVE DECREASED, AS HAVE RESULTING CALLS TO THE POLICE. BETWEEN JULY OF 2010 AND JUNE OF 2011: 1. THE THREE FULL TIME OUTREACH WORKERS PROVIDING COVERAGE TO 7 DAYS A WEEK, 12 HOURS A DAY 2. HAD 7,632 CONTACTS 3. WITH 517 DIFFERENT INDIVIDUALS, 4. PROVIDING: A. BEHAVIORAL ASSESSMENTS, B. MONITORING BEHAVIORS/SYMPTOMS, C. LINKING THEM WITH SERVICES, D. FOLLOWING UP ON PROGRESS, AND E. WORKING WITH PROGRAM SPONSORS TO MAINTAIN A VIBRANT AND SAFE SOCIAL AND ECONOMIC CLIMATE IN THE DOWNTOWN. DESPITE THE TREND OF A YOUNGER AND MORE DIVERSE CLIENT BASE, THIS YEAR THE TEAM'S WORK SHIFTED TO MORE OFFENDER-BASED CONCERNS, ADDRESSING MORE BEHAVIOR WITH INDIVIDUALS INVOLVED IN THE LEGAL SYSTEM AND CORRECTIONS WHO ALSO HAVE MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. THE TEAM CONTINUES TO COLLABORATE WITH OVER 20 SERVICE PROVIDERS ON A WEEKLY BASIS. THESE PROVIDERS INCLUDE HOMELESS SHELTERS, MENTAL HEALTH PROVIDERS, SUBSTANCE ABUSE TREATMENT CENTERS, HOSPITALS, DISTRICT COURT PROGRAMS AND OTHERS. A STREET OUTREACH INTERVENTIONIST IS NOW WORKING OUT OF THE BURLINGTON POLICE DEPARTMENT IN A PILOT PROJECT TO BE MORE PROACTIVE WITH INDIVIDUALS WHO MAY BE IN THE GREATEST NEED OF OUTREACH SERVICES AND WHO IN THE PAST HAVE BEEN HIGH USERS OF EMERGENCY AND OTHER HIGH COST SERVICES INCLUDING POLICE, AMBULANCE, HOSPITAL, CORRECTIONS, AND COURTS. UNITED WAY SERVES AS THE FACILITATOR FOR THE MONTHLY STREET OUTREACH ADVISORY COMMITTEE WITH OTHER PROJECT PARTNERS: HOWARDCENTER; FLETCHER ALLEN HEALTH CARE; THE VERMONT AGENCY OF HUMAN SERVICES; THE CITY OF BURLINGTON; THE CHURCH STREET MARKETPLACE; THE BURLINGTON BUSINESS ASSOCIATION; THE BURLINGTON POLICE DEPARTMENT, CCTA AND OTHER NONPROFIT SERVICE PROVIDERS. IN 2011, UNITED WAY INVESTED 10,000 IN THE BURLINGTON COMMUNITY STREET OUTREACH PROGRAM, WHICH LEVERAGED NEARLY 200K IN OTHER FUNDING TO SUPPORT THE PROGRAM. 87201 3630356 true true false false false false false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false false true 10 0 true 43 true false false false false false false false false false false false false X 28 28 false false true false false false false true true false false true true true true true true true true false X X X SUSAN PELKEY SMITH 8028647541 412 FARRELL STREET SUITE 200 SOUTH BURLINGTON VT 05403 DANIEL BALON 2.00 X 0 0 0 MICHAEL BOARDMAN 2.00 X 0 0 0 SUSAN BENTLAGE 2.00 X 0 0 0 MICHELL LANGLAIS 2.00 X 0 0 0 PAMELA MACKENZIE 2.00 X 0 0 0 THOMAS CLAVELLE 2.00 X 0 0 0 PAULA COPE 2.00 X 0 0 0 EILEEN ELLIOTT 2.00 X 0 0 0 MICHAEL GREEN 2.00 X 0 0 0 BARBARA GRIMES 2.00 X 0 0 0 SCOTT HADLEY 2.00 X 0 0 0 RICHARD JOHNSON 4.00 X X 0 0 0 SCOTT JOHNSTONE 2.00 X 0 0 0 JAMES KEYES 2.00 X 0 0 0 PAUL MACUGA 2.00 X 0 0 0 PETER MCCOY 2.00 X 0 0 0 DONALD RENDALL JR 4.00 X X 0 0 0 PAUL SANDS 2.00 X 0 0 0 EILEEN SIMOLLARDES 2.00 X 0 0 0 CHARLES SMITH 2.00 X 0 0 0 MICHAEL TUTTLE 2.00 X 0 0 0 RUTH UPHOLD 2.00 X 0 0 0 CHARLOTTE ANCEL 4.00 X X 0 0 0 JOSEPH SPEIDEL 2.00 X 0 0 0 THERESA ALBERGHINI DIPALMA 4.00 X X 0 0 0 VIVIAN TURNER 2.00 X 0 0 0 WILLIAM GURAL 2.00 X 0 0 0 BRETT SMITH 2.00 X 0 0 0 GRETCHEN MORSE 40.00 X 91400 0 7136 91400 7136 false false false 12876 364435 4526114 135952 4903425 50597 50597 1570908 1502866 68042 68042 68042 MISCELLANEOUS INCOME 41036 41036 FISCAL AGENT FEES 21910 21910 62946 5085010 181585 2595171 2595171 94254 94254 92247 31364 42434 18449 938945 531127 146414 261404 53690 29004 9864 14822 84405 41665 16690 26050 88979 54710 14421 19848 107366 53928 8726 44712 71637 27919 166 43552 66723 40571 4677 21475 17280 11130 910 5240 46464 27012 2986 16466 39543 13366 10547 15630 50670 26512 7370 16788 11640 5368 3402 2870 VOLUNTEER EXPENSES 27871 27871 EQUIPMENT REPAIR AND MAIN 20768 12428 1298 7042 MISCELLANEOUS 19831 6956 6356 6519 4427484 3630356 276261 520867 821442 441592 54484 750380 2037073 2247852 15151 45725 1062068 291303 810197 770765 1933386 1970965 11361 5671733 6238640 118041 137227 775042 624360 893083 761587 X 1182737 1361998 3295479 3764910 300434 350145 4778650 5477053 5671733 6238640 X 657526 40877 X false true true X false X 4814995 4786847 4707989 4639588 4903425 23852844 4814995 4786847 4707989 4639588 4903425 23852844 23852844 230410 215492 86070 52389 50597 634958 75581 62946 138527 24626329 0.96860 0.96460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 300435 44485 7028 1802 1 350145 300435 300435 300435 300435 1.00000 true false false 861708 112501 749207 192360 178802 13558 8000 8000 770765 DONOR DESIGNATED PLEDGES 464906 PLEDGES DUE TO OTHER UNITED WAYS 132593 GIFT ANNUITIES PAYABLE 14931 PLEDGES DESIGNATED TO OTHER CAMPAIGN 11930 DUE TO UNITED WAYS OF VERMONT 624360 5085010 4427484 657526 40877 40877 698403 4608476 40877 71666 112543 4495933 589077 589077 5085010 3910073 71666 71666 3838407 589077 589077 4427484 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X UNITED WAY ANNUALLY FILES AN IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, TAX RETURN IN THE U.S. FEDERAL JURISDICTION. UNITED WAY IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR THE YEARS PRIOR TO MARCH 31, 2008. IN THE NORMAL COURSE OF BUSINESS, UNITED WAY IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE MANAGEMENT OF UNITED WAY BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT MARCH 31, 2011 AND 2010. UNITED WAY TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION OF FEDERAL, STATE AND LOCAL AUTHORITIES. TAX RETURNS FOR FISCAL YEARS ENDED MARCH 31, 2010, 2009 AND 2008 ARE OPEN FOR EXAMINATION. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 DONOR DESIGNATION REPORTED NET OF INCOME ON AUDITED F/S -589,077 DONOR DESIGNATION REPORTED NET OF INCOME ON AUDITED F/S 589,077 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATION REPORTED NET OF INCOME ON AUDITED F/S 589,077 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B DONOR DESIGNATION REPORTED NET OF INCOME ON AUDITED F/S 589,077 false ASSOC OF AFRICANS LIVING IN VT 139 ELMWOOD AVE BURLINGTON VT 05401 030371003 3 14000 PROGRAM GRANT BOYS & GIRLS CLUB OF BURLINGTON 62 OAK ST BURLINGTON VT 05401 030179307 3 78150 PROGRAM GRANT BURLINGTON CHILDREN'S SPACE INC 241 NORTH WINOOSKI AVE BURLINGTON VT 05401 222533646 3 45000 PROGRAM GRANT CHAMPLAIN SENIOR CENTER 241 NORTH WINOOSKI AVE BURLINGTON VT 05401 237056383 3 20000 PROGRAM GRANT CHAMPLAIN VALLEY AGENCY ON AGING 76 PEARL ST STE 201 ESSEX JUNCTION VT 05452 022474636 3 66100 PROGRAM GRANT CHAMPLAIN COMMUNITY SERVICES INC 512 TROY AVENUE SUITE 1 COLCHESTER VT 05446 036015899 3 44700 PROGRAM GRANT CHILD CARE RESOURCES 181 COMMERCE STREET WILLISTON VT 05495 030301330 3 11940 PROGRAM GRANT COMMITTEE ON TEMPORARY SHELTER 179 S WINOOSKI AVE BURLINGTON VT 05401 030285303 3 101119 PROGRAM GRANT CHAMPLAIN VALLEY OEO 191 NORTH STREET BURLINGTON VT 05401 030216837 3 116300 PROGRAM GRANT KIDSAFE COLLABORATIVE 308 PINE ST BURLINGTON VT 05401 030303867 3 16800 PROGRAM GRANT COMMUNITY HEALTH CENTER 617 RIVERSIDE AVENUE BURLINGTON VT 05401 237182584 3 87500 PROGRAM GRANT DISMAS OF VERMONT INC 194 OLD COUNTRY ROAD WESTON VT 05161 237376100 3 18000 PROGRAM GRANT THE DREAM PROGRAM INC 87 ELM STREET PO BOX 361 WINOOSKI VT 05404 260030908 3 20500 PROGRAM GRANT GREATER BURLINGTON YMCA 266 COLLEGE STREET BURLINGTON VT 05401 030185810 3 83500 PROGRAM GRANT THE HEINEBERG SENIOR CENTER 14 HEINEBERG ROAD BURLINGTON VT 05408 030224108 3 20000 PROGRAM GRANT HOMESHARE VERMONT 412 FARRELL STREET SUITE 300 SOUTH BURLINGTON VT 05403 134287957 3 54500 PROGRAM GRANT HOWARDCENTER 208 FLYNN AVE SUITE 3J BURLINGTON VT 05401 030179433 3 332500 PROGRAM GRANT KING STREET YOUTH CENTER 87 KING STREET PO BOX 1615 BURLINGTON VT 05402 023726312 3 77250 PROGRAM GRANT LUND FAMILY CENTER 76 GLEN ROAD PO BOX 4009 BURLINGTON VT 054064009 030179434 3 73250 PROGRAM GRANT MILTON FAMILY COMMUNITY CENTER PO BOX 619 23 VILLEMAIRE LANE MILTON VT 054680619 030309155 3 42525 PROGRAM GRANT PREVENT CHILD ABUSE - VERMONT 94 MAIN STREET 3RD FLOOR P O BOX 829 MONTPELIER VT 05601 030267183 3 20000 PROGRAM GRANT RESOURCE 266 PINE ST BURLINGTON VT 05401 030326293 3 34000 PROGRAM GRANT SARA HOLBROOK COMMUNITY CENTER 66 NORTH AVENUE BURLINGTON VT 05401 030179595 3 92000 PROGRAM GRANT SPECTRUM YOUTH & FAMILY SERVICES 31 ELMWOOD AVENUE BURLINGTON VT 05401 030253232 3 95800 PROGRAM GRANT VISITING NURSE ASSOCIATION 1110 PRIM ROAD COLCHESTER VT 05446 222586282 3 188000 PROGRAM GRANT VERMONT CHILDREN'S AID SOCIETY 79 WEAVER ST PO BOX 127 WINOOSKI VT 054040127 030179601 3 25000 PROGRAM GRANT VERMONT WORKS FOR WOMEN 32 MALLETTS BAY AVE WINOOSKI VT 05404 222894557 3 32895 PROGRAM GRANT WOMEN HELPING BATTERED WOMEN 279 NORTH WINOOSKI AVE BURLINGTON VT 05401 030283657 3 100466 PROGRAM GRANT UNITED WAYS OF VERMONT INC PO BOX 111 ESSEX JCT VT 05403 300192082 3 53314 PROGRAM GRANT BURLINGTON SUPPORTIVE HOUSING INITI 65 MAIN STREET BURLINGTON VT 05401 201308308 3 10000 PROGRAM GRANT AMERICAN CANCER SOCIETY VT DIVISION 121 CONNOR WAY SUITE 240 WILLISTON VT 05495 237040934 3 8970 DONOR DESIGNATION BOYS & GIRLS CLUB OF BURLINGTON 62 OAK ST BURLINGTON VT 05401 030179307 3 24305 DONOR DESIGNATION CHAMPLAIN SENIOR CENTER 241 NORTH WINOOSKI AVE BURLINGTON VT 05401 237056383 3 8354 DONOR DESIGNATION CHAMPLAIN VALLEY AGENCY ON AGING 76 PEARL ST STE 201 ESSEX JUNCTION VT 05452 022474636 3 8049 DONOR DESIGNATION COMMITTEE ON TEMPORARY SHELTER 179 S WINOOSKI AVE BURLINGTON VT 05401 030285303 3 42030 DONOR DESIGNATION CHAMPLAIN VALLEY OEO 191 NORTH STREET BURLINGTON VT 05401 030216837 3 8425 DONOR DESIGNATION KIDSAFE COLLABORATIVE 308 PINE ST BURLINGTON VT 05401 030303867 3 9317 DONOR DESIGNATION GREATER BURLINGTON YMCA 266 COLLEGE STREET BURLINGTON VT 05401 030185810 3 8396 DONOR DESIGNATION HOWARDCENTER 208 FLYNN AVE SUITE 3J BURLINGTON VT 05401 030179433 3 24112 DONOR DESIGNATION KING STREET YOUTH CENTER 87 KING STREET PO BOX 1615 BURLINGTON VT 05402 023726312 3 9056 DONOR DESIGNATION LUND FAMILY CENTER 76 GLEN ROAD PO BOX 4009 BURLINGTON VT 054064009 030179434 3 13629 DONOR DESIGNATION MILTON FAMILY COMMUNITY CENTER PO BOX 619 23 VILLEMAIRE LANE MILTON VT 054680619 030309155 3 8893 DONOR DESIGNATION SALVATION ARMY 64 MAIN STREET BURLINGTON VT 05401 010211556 3 7831 DONOR DESIGNATION SARA HOLBROOK COMMUNITY CENTER 66 NORTH AVENUE BURLINGTON VT 05401 030179595 3 7704 DONOR DESIGNATION SPECTRUM YOUTH & FAMILY SERVICES 31 ELMWOOD AVENUE BURLINGTON VT 05401 030253232 3 8600 DONOR DESIGNATION VISITING NURSE ASSOCIATION 1110 PRIM ROAD COLCHESTER VT 05446 222586282 3 57072 DONOR DESIGNATION VERMONT CHILDREN'S AID SOCIETY 79 WEAVER ST PO BOX 127 WINOOSKI VT 054040127 030179601 3 5894 DONOR DESIGNATION WOMEN HELPING BATTERED WOMEN 279 NORTH WINOOSKI AVE BURLINGTON VT 05401 030283657 3 22272 DONOR DESIGNATION CHRIST THE KING SCHOOL 136 LOCUST STREET BURLINGTON VT 05401 030181254 3 5660 DONOR DESIGNATION MOBIUS 431 PINE STREET BURLINGTON VT 05401 020658483 3 6000 DONOR DESIGNATION UNITED WAY OF LAMOILLE COUNTY 20 MORRISVILLE PLAZA SUITE B MORRISVILLE VT 05661 222774485 3 7950 DONOR DESIGNATION UNITED WAY OF ADDISON COUNTY 2 COURT STREET PO BOX 555 MIDDLEBURY VT 057530555 030221018 3 26678 DONOR DESIGNATION GREEN MOUNTAIN UNITED WAY 963 PAINE TURNPIKE NORTH UNIT 2 MONTPELIER VT 05602 030261384 3 33922 DONOR DESIGNATION FRANKLINGRAND ISLE UNITED WAY PO BOX 387 ST ALBANS VT 05478 030273729 3 54320 DONOR DESIGNATION VERMONT CENTER FOR AFTERSCHOOL EXCE PO BOX 670 BURLINGTON VT 05402 364623914 3 10000 DONOR DESIGNATION GRANITE UNITED WAY 46 SOUTH MAIN STREET CONCORD NH 03301 026006033 3 11207 DONOR DESIGNATION FLYNN CENTER FOR THE PERFORMING ART 153 MAIN STREET BURLINGTON VT 05401 030277052 3 5250 DONOR DESIGNATION VERMONT HAITI PROJECT 25 IRIS LANE SOUTH BURLINGTON VT 05403 270214989 3 10000 DONOR DESIGNATION OTHER GRANTS LESS THAN 5K 412 FARRELL STREET SOUTH BURLINGTON VT 05403 3 24985 PROGRAM GRANT OTHER GRANTS LESS THAN 5K 412 FARRELL STREET SOUTH BURLINGTON VT 05403 3 135181 DONOR DESIGNATION OTHER GRANTS LESS THAN 5K 412 FARRELL STREET SOUTH BURLINGTON VT 05403 3 6000 PROGRAM GRANT 64 FOSTER GRANDPRNT. STIPEND 39 93754 COMMUNITY IMPACT 20 500 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 PART I - PROGRAM GRANT COSTS ARE A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. AGENCIES RECEIVING GRANTS UNDERGO AN INTENSIVE REVIEW ANNUALLY AS PART OF THEIR APPLICATION FOR FUNDING. IN A THOROUGH EXPLANATION OF HOW THEY PLAN TO USE THE PROGRAM FUNDING, THE APPLICANT AGENCIES PROVIDE SPECIFIC PERFORMANCE MEASURES IN THREE AREAS: (CONTINUED ON FEDERAL STATEMENT) X 33 135952 AVERAGE MARKET VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B UNITED WAY OF CHITTENDEN COUNTY MAINTAINS BROKERAGE ACCOUNTS AT TD WEALTH MANAGEMENT AND MORGAN STANLEY FOR THE PURPOSE OF RECEIVING AND SELLING GIFTS OF SECURITIES. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF CHITTENDEN COUNTY ADVANCES THE COMMON GOOD BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES. FOR OVER 60 YEARS, WE HAVE ENGAGED COMMUNITY LEADERS AND VOLUNTEERS TO TAKE A BIRD'S EYE VIEW OF THE HUMAN CARE NEEDS IN CHITTENDEN COUNTY AND HAVE HELPED LEAD THE WAY IN IMPROVING THE QUALITY OF LIFE HERE. WE ACCOMPLISH THIS THROUGH THE FOLLOWING ACTIVITIES: -RAISING MILLIONS OF DOLLARS EACH YEAR THROUGH A COMMUNITY CAMPAIGN, AND INVESTING THAT MONEY IN HIGH QUALITY PROGRAMS AND INITIATIVES SERVING THE NEEDS OF CHILDREN, FAMILIES, AND INDIVIDUALS THROUGHOUT CHITTENDEN COUNTY THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH. -INVESTING MONEY, STAFF TIME, AND OTHER RESOUCES TO CONVENE MULTI-SECTOR COLLABORATIONS THAT ALIGN WITH OUR PRIORITY AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH, WITH A GOAL TOWARD IMPROVING THE CONDITIONS AND SYSTEMS AFFECTING ALL PEOPLE IN OUR COMMUNITY; AND -MOBILIZING THE VOLUNTEER CAPACITY IN OUR COMMUNITY BY ANNUALLY RECRUITING THOUSANDS OF VOLUNTEERS OF ALL AGES TO HELP STRENGTHEN THE CAPACITY OF HUNDREDS OF NONPROFIT AGENCIES. ADDITIONAL INFORMATION FORM 990 FORM 990, PART 1, SUMMARY, LINE 5 - TOTAL NUMBER OF EMPLOYEES: AS REQUIRED TO BE REPORTED, THE NUMBER OF EMPLOYEES IS THE NUMBER OF W-2'S ISSUED BY UWCC FOR CALENDAR YEAR 2010. THE 43 EMPLOYEES REPORTED CONSIST OF THE FOLLOWING: -23 REGULAR FULL-TIME AND PART-TIM EMPLOYEES OF UWCC, OF WHICH 10 ARE PARTIALLY OR FULLY GRANT FUNDED PROGRAM POSITIONS -6 SEASONAL TEMPORARY EMPLOYEES -2 TERMINATED EMPLOYEES -12 GRANT FUNDED EMPLOYEES WHO STAFF VERMONT 2-1-1, A PROGRAM OF UNITED WAYS OF VERMONT, INC., MANAGED BY UWCC THROUGH A MEMORANDUM OF UNDERSTANDING FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A PARTICIPATING IN THE PROGRAM. AS A MEANS TO ACHIEVE COMMUNITY IMPACT, UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN (4 MILLION RAISED IN 2010)WHICH INCLUDES WORKPLACE CAMPAIGNS AND INDIVIDUAL SOLICITATION. THE ABILITY TO MAKE INVESTMENTS FOR COMMUNITY IMPACT IS DEPENDENT UPON THE SUCCESS OF THAT COMMUNITY CAMPAIGN EACH YEAR. TO ADD VALUE TO THE FINANCIAL INVESTMENT, PROGRAM STAFF PROVIDES TECHNICAL ASSISTANCE ON HOW TO MEASURE PROGRAM SUCCESSES, HOW TO SHARE BEST PRACTICES AND RESOURCES, AND HOW TO AVOID REDUNDANCIES. IN ADDITION, PARTICIPATING AGENCIES HAVE ACCESS TO ASSISTANCE WITH WRITING THEIR APPLICATIONS FOR FUNDING, AS WELL AS TO HELP WITH REPORTING THEIR PROGRAM SUCCESSES, OUTPUTS AND OUTCOMES. THIRD ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C IN 2010 4,780 PEOPLE UTILIZED THE UWCC VOLUNTEER CONNECTION SERVICES FOR AN ESTIMATED 141,851 HOURS OF DONATED SERVICE AT 285 LOCAL NONPROFITS FOR A VALUE TO THE COMMUNITY OF 2,642,698 (BASED ON THE VERMONT AVERAGE HOURLY WAGE.) FOR VOLUNTEERS 55+, THE VOLUNTEER CONNECTION OFFERS SPECIALIZED PLACEMENT SERVICES AND OPPORTUNITIES TO DRAW ON LIFE EXPERIENCE, WISDOM AND PROFESSIONAL SKILLS TO FOSTER CHANGE, ONE GENERATION TO THE NEXT. THESE SERVICES ARE PARTIALLY FEDERALLY FUNDED BY TWO NATIONAL INITIATIVES TO MOBILIZE 55+ VOLUNTEERS, RSVP (54% FEDERALLY FUNDED) AND THE FOSTER GRANDPARENT PROGRAM (59% FEDERALLY FUNDED). ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D BECAUSE OF THE STRONG NETWORK OF PROGRAMS PROVIDED BY OUR MEMBER AGENCIES, UNITED WAY IS ABLE TO WORK AS A CONVENER, FACILITATOR, AND COLLABORATOR IN COMMUNITY IMPROVEMENT AND SYSTEMS CHANGE INITIATIVES, I.E. COMMUNITY PROBLEM SOLVING. CRITERIA TO BECOME INVOLVED IN THAT WORK ARE: 1. ALIGNMENT WITH OUR UNITED WAY MISSION; 2. ALIGNMENT WITH OUR THREE IMPACT AREAS; 3. THE ABILITY TO LEVERAGE NON-CAMPAIGN FUNDS & RELATIONSHIPS; 4. COMMUNITY NEED; 5. THE ABILITY TO MEASURE RESULTS; 6. RELEVANCE TO DIVERSE STAKEHOLDERS; 7. WHETHER UNITED WAY WILL BE ACCEPTED AS THE "MOBILIZER" AND/OR THE LEADER; AND 8. THE SUSTAINABILITY OF THE COMMUNITY CHANGE. PARTNERSHIPS FOR SYSTEM CHANGE INCLUDE VARIOUS COMBINATIONS OF OUR NONPROFIT AGENCY PARTNERS, FAITH-BASED ORGANIZATIONS, GOVERNMENT, THE SCHOOLS, LAW ENFORCEMENT, HEALTH CARE PROVIDERS, BUSINESS GROUPS AND OTHER NONPROFITS. A COMPLETE LISTING OF OUR COMMUNITY INITIATIVES CAN BE FOUND ON OUR WEBSITE AT WWW.UNITEDWAYCC.ORG UNDER "HOW UNITED WAY HELPS." A BRIEF SYNOPSIS OF THREE MAJOR INITIATIVES(ONE IN EACH OF THE THREE IMPACT AREAS OF EDUCATION, INCOME AND HEALTH) AND THEIR CURRENT SUCCESSES FOLLOWS: 1. CHITTENDEN COUNTY TRUANCY PROJECT: A GOAL OF THE EDUCATION IMPACT AREA IS ENSURING THAT CHILDREN, YOUTH AND YOUNG ADULTS ACHIEVE THEIR POTENTIAL. IN ALIGNMENT WITH THAT GOAL IS OUR SUPPORT OF THE CHITTENDEN COUNTY TRUANCY PROJECT AS A STRATEGIC INITIATIVE TO IMPROVE HIGH SCHOOL GRADUATION, AND JUST ONE OF THE MANY STRATEGIES WE INVEST IN THROUGH OUR FOCUS ON EDUCATION. RESEARCH SHOWS THAT SCHOOL ATTENDANCE IS A STRONG PREDICTOR OF SCHOOL SUCCESS. IN THE LATE 1990'S, NEARLY 100 STUDENTS WERE DROPPING OUT OF HIGH SCHOOL IN BURLINGTON EACH YEAR, ALMOST 10% OF THE STUDENTS GRADES 9-12. BURLINGTON SCHOOL DISTRICT ADOPTED A NEW ATTENDANCE POLICY IN 1999. SINCE THEN: 1. THE BURLINGTON SCHOOL DISTRICT ANNUAL DROP-OUT RATE HAS FALLEN FROM 9.5% IN 1998-99 TO 2.8% IN THE '10-11 SCHOOL YEAR; 2. IN 1999, THE ESTIMATED GRADUATION RATE (4 YEAR COHORT) WAS JUST 67%, AND BY THE '09 -'10 SCHOOL YEAR, THAT GRADUATION RATE INCREASED TO 84.88%; 3. ANNUALLY, APPROXIMATELY 60 MORE STUDENTS ARE GRADUATING TODAY THAN DID IN 1999; AND 4. OVER-ALL ABSENCES HAVE DECREASED BY 25% SINCE 2000. IN 2006, A COUNTY-WIDE ATTENDANCE POLICY MODELED AFTER BURLINGTON'S WAS ADOPTED BY ALL SCHOOL DISTRICTS IN CHITTENDEN COUNTY, AS WELL AS THREE OTHER CONTIGUOUS COUNTIES. TODAY ALL DISTRICTS IN THE STATE ARE REQUIRED TO HAVE AN ATTENDANCE POLICY WITH A GOAL TOWARDS REDUCING THE STATEWIDE DROP- OUT RATE. RECENTLY, CHILDREN'S HEALTH MAGAZINE RATED BURLINGTON AS THE NO. 1 CITY IN THE US TO RAISE CHILDREN. EDUCATION WAS THE MOST HEAVILY WEIGHTED MEASURE AND BURLINGTON STOOD OUT FROM THE NATIONAL AVERAGE IN THE NUMBER OF STUDENTS TO GRADUATE. 2. THE WORKING BRIDGES PROJECT: A GOAL OF OUR INCOME IMPACT AREA IS TO BUILD WORKFORCE DEVELOPMENT CAPACITY FOR YOUTH AND ADULTS BY PROVIDING SUPPORTS SO THEY HAVE THE WELL- BEING AND ASSISTANCE THEY NEED TO WORK, AND BY TRAINING THEM FOR THE JOB AND LIFE SKILLS THEY NEED IN THE WORKPLACE. "WORKING BRIDGES," A PUBLIC-PRIVATE PARTNERSHIP, HELPS INDIVIDUALS CONNECT WITH RESOURCES AND OVERCOME BARRIERS SO THAT THEY ARE SUCCESSFUL AT WORK. IT WAS CREATED BY CONCERNED EMPLOYERS AND UWCC TO DEVELOP, TEST AND SHARE WORKPLACE PRACTICES TO IMPROVE THE PRODUCTIVITY OF LOW TO MODERATE WAGE WORKERS, HELPING THEM STAY AND ADVANCE AT WORK, WHILE BECOMING MORE FINANCIALLY STABLE. MORE THAN 50 EMPLOYERS ARE ENGAGED IN THE PROGRAM THROUGH ITS TRAININGS, EMPLOYER WORKGROUP MEETINGS, INCOME ADVANCE LOAN PROGRAM, AND/OR ON-SITE RESOURCE COORDINATOR SERVICES. EVALUATIONS DEMONSTRATE THAT THE PROGRAM IS POSITIVELY IMPACTING RETENTION AND ABSENTEEISM RATES FOR LOCAL EMPLOYERS, WHILE IMPROVING EMPLOYEES' ECONOMIC WELL-BEING. 100% OF LEADING PARTICIPATING EMPLOYERS REPORT THAT WORKING BRIDGES IS HELPING THEM ACHIEVE THEIR ORIGINAL GOALS: 1. HIRING, RETAINING, AND ADVANCING LOWER WAGE WORKERS 2. MAXIMIZING THE EFFECTIVENESS OF THEIR WORKFORCE 3. HELPING THEIR WORKERS ACHIEVE FINANCIAL STABILITY BY INVESTING A SMALL AMOUNT OF SEED MONEY, UWCC WAS ABLE TO LEVERAGE A LARGE GRANT FROM JANE'S TRUST TO LAUNCH WORKING BRIDGES. 3. BURLINGTON COMMUNITY STREET OUTREACH PROGRAM: A COMMUNITY GOAL (TARGET OUTCOME) OF OUR HEALTH IMPACT AREA IS THAT ALL PEOPLE HAVE ACCESS TO THE CARE THEY NEED TO BE FREE FROM SUBSTANCE ABUSE AND ITS CONSEQUENCES. AN ADDITIONAL GOAL IS THAT THEY HAVE ACCESS TO AND BENEFIT FROM QUALITY, AFFORDABLE MENTAL HEALTH CARE WHEN NEEDED. THE STREET OUTREACH PROGRAM WAS DEVELOPED IN 1998 TO RESPOND TO CONCERNS ABOUT THE GROWING NUMBER OF PEOPLE IN THE DOWNTOWN BUSINESS DISTRICT WITH UNMET SOCIAL SERVICE NEEDS, INCLUDING MENTAL HEALTH AND SUBSTANCE ABUSE. THE GOALS OF THE PROJECT, WHICH ALIGN UNDER OUR HEALTH IMPACT AREA, ARE TO: 1) CONNECT PEOPLE WITH UNMET NEEDS TO SERVICES; 2) DECREASE THE AMOUNT OF ANTISOCIAL BEHAVIOR IN THE AREA, AND 3) DECREASE THE AMOUNT OF ILLEGAL ACTIVITY IN THE AREA. SINCE ITS INCEPTION, INCIDENTS IN THE BUSINESS DISTRICT INVOLVING PERSONS WITH UNMET SOCIAL AND MENTAL HEALTH NEEDS HAVE DECREASED, AS HAVE RESULTING CALLS TO THE POLICE. BETWEEN JULY OF 2010 AND JUNE OF 2011: 1. THE THREE FULL TIME OUTREACH WORKERS PROVIDING COVERAGE TO 7 DAYS A WEEK, 12 HOURS A DAY 2. HAD 7,632 CONTACTS 3. WITH 517 DIFFERENT INDIVIDUALS, 4. PROVIDING: A. BEHAVIORAL ASSESSMENTS, B. MONITORING BEHAVIORS/SYMPTOMS, C. LINKING THEM WITH SERVICES, D. FOLLOWING UP ON PROGRESS, AND E. WORKING WITH PROGRAM SPONSORS TO MAINTAIN A VIBRANT AND SAFE SOCIAL AND ECONOMIC CLIMATE IN THE DOWNTOWN. DESPITE THE TREND OF A YOUNGER AND MORE DIVERSE CLIENT BASE, THIS YEAR THE TEAM'S WORK SHIFTED TO MORE OFFENDER-BASED CONCERNS, ADDRESSING MORE BEHAVIOR WITH INDIVIDUALS INVOLVED IN THE LEGAL SYSTEM AND CORRECTIONS WHO ALSO HAVE MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. THE TEAM CONTINUES TO COLLABORATE WITH OVER 20 SERVICE PROVIDERS ON A WEEKLY BASIS. THESE PROVIDERS INCLUDE HOMELESS SHELTERS, MENTAL HEALTH PROVIDERS, SUBSTANCE ABUSE TREATMENT CENTERS, HOSPITALS, DISTRICT COURT PROGRAMS AND OTHERS. A STREET OUTREACH INTERVENTIONIST IS NOW WORKING OUT OF THE BURLINGTON POLICE DEPARTMENT IN A PILOT PROJECT TO BE MORE PROACTIVE WITH INDIVIDUALS WHO MAY BE IN THE GREATEST NEED OF OUTREACH SERVICES AND WHO IN THE PAST HAVE BEEN HIGH USERS OF EMERGENCY AND OTHER HIGH COST SERVICES INCLUDING POLICE, AMBULANCE, HOSPITAL, CORRECTIONS, AND COURTS. UNITED WAY SERVES AS THE FACILITATOR FOR THE MONTHLY STREET OUTREACH ADVISORY COMMITTEE WITH OTHER PROJECT PARTNERS: HOWARDCENTER; FLETCHER ALLEN HEALTH CARE; THE VERMONT AGENCY OF HUMAN SERVICES; THE CITY OF BURLINGTON; THE CHURCH STREET MARKETPLACE; THE BURLINGTON BUSINESS ASSOCIATION; THE BURLINGTON POLICE DEPARTMENT, CCTA AND OTHER NONPROFIT SERVICE PROVIDERS. IN 2011, UNITED WAY INVESTED 10,000 IN THE BURLINGTON COMMUNITY STREET OUTREACH PROGRAM, WHICH LEVERAGED NEARLY 200K IN OTHER FUNDING TO SUPPORT THE PROGRAM. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PAGE 6, PART VI, LINE 4 UNITED WAY OF CHITTENDEN COUNTY AMENDED AND RESTATED THEIR BYLAWS EFFECTIVE JULY 8, 2010. SEE ATTACHED. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCIAL DATA USED TO PREPARE THE IRS FORM 990 AND SUPPORTING SCHEDULES ARE COMPLETED BY UNITED WAY OF CHITTENDEN COUNTY STAFF. PREPARATION OF THE 990 IS DONE IN CONJUNCTION WITH THE ANNUAL FINANCIAL AUDIT. A DRAFT 990 IS PRESENTED TO A MEETING OF THE UNITED WAY BOARD AUDIT COMMITTEE. SUBSEQUENT TO COMMITTEE REVIEW AND APPROVAL, A FINAL IRS FORM 990 IS PRESENTED TO THE FULL UNITED WAY OF CHITTENDEN COUNTY BOARD AT A REGULARLY SCHEDULED MEETING. SUBSEQUENT TO BOARD PRESENTATION THE IRS FORM 990 IS FILED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES ARE REVIEWED WITH THE BOARD AT THEIR REGULARLY SCHEDULED JULY MEETING. IN ADDITION, THESE POLICIES ARE REVIEWED WITH ALL STAFF IN EARLY JULY. EACH BOARD MEMBER AND STAFF COMPLETES A DISCLOSURE FORM CERTIFYING THEY UNDERSTAND AND AGREE WITH THE POLICIES AND DISCLOSE ANY KNOWN CONFLICTS AT THAT TIME. BY SIGNING, STAFF AND BOARD AGREE TO DISCLOSE ANY POTENTIAL CONFLICTS SHOULD THEY ARISE DURING THE SUBSEQUENT YEAR. NEW STAFF OR BOARD MEMBERS WHO JOIN THE ORGANIZATION DURING THE YEAR ARE REQUIRED TO COMPLETE THE DISCLOSURE FORM AS PART OF THEIR ORIENTATION. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A UNITED WAY OF CHITTENDEN COUNTY (UWCC) ANNUALLY COMPARES COMPENSATION RATES AND BENEFIT PLANS TO LOCAL AND REGIONAL COMPENSATION SURVEY INFORMATION. INDIVIDUAL SALARIES ARE COMPARED TO SALARY RANGES FOR SIMILAR POSITIONS WITH DATA PROVIDED BY THE UNITED WAY WORLDWIDE (UWW). THE DATA IS STRATIFIED INTO GEOGRAPHIC REGIONS PROVIDING A MINIMUM, MIDPOINT AND MAXIMUM COMPENSATION RANGE FOR POSITIONS. IN ORDER TO MAINTAIN A COMPENSATION/BENEFIT PLAN THAT IS COMPETITIVE IN THE LOCAL JOB MARKET, UWCC STRIVES TO MAINTAIN A COMPENSATION/BENEFIT PLAN AROUND MIDPOINT OF COMPARATIVE SURVEY INFORMATION. UWCC'S FINANCE & OPERATIONS COMMITTEE REVIEWS AND APPROVES THE ANNUAL BUDGET PROPOSAL, INCLUDING TOTAL COMPENSATION AND BENEFITS. THE BUDGET IS THEN PRESENTED FOR APPROVAL AT A REGULARLY SCHEDULED MEETING OF THE BOARD IN EACH YEAR. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B UNITED WAY OF CHITTENDEN COUNTY (UWCC) ANNUALLY COMPARES COMPENSATION RATES AND BENEFIT PLANS TO LOCAL AND REGIONAL COMPENSATION SURVEY INFORMATION. INDIVIDUAL SALARIES ARE COMPARED TO SALARY RANGES FOR SIMILAR POSITIONS WITH DATA PROVIDED BY THE UNITED WAY WORLDWIDE (UWW). THE DATA IS STRATIFIED INTO GEOGRAPHIC REGIONS PROVIDING A MINIMUM, MIDPOINT AND MAXIMUM COMPENSATION RANGE FOR POSITIONS. IN ORDER TO MAINTAIN A COMPENSATION/BENEFIT PLAN THAT IS COMPETITIVE IN THE LOCAL JOB MARKET, UWCC STRIVES TO MAINTAIN A COMPENSATION/BENEFIT PLAN AROUND MIDPOINT OF COMPARATIVE SURVEY INFORMATION. UWCC'S FINANCE & OPERATIONS COMMITTEE REVIEWS AND APPROVES THE ANNUAL BUDGET PROPOSAL, INCLUDING TOTAL COMPENSATION AND BENEFITS. THE BUDGET IS THEN PRESENTED FOR APPROVAL AT A REGULARLY SCHEDULED MEETING OF THE BOARD IN EACH YEAR. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY OF CHITTENDEN COUNTY MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC VIA OUR WEBSITE, GUIDESTAR.ORG AND INSPECTION IN OUR OFFICE. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 UNREALIZED GAINS ON INVESTMENTS.