2015-16 BOARD OF DIRECTORS

Catherine Hamilton, President*Blue Cross Blue Shield of Vermont

Dawne Smith, Secretary*Blue Cross Blue Shield of Vermont

Stacy Pinardi, TreasurerDartmouth Hitchcock Medical Center

Carol EllisonRetired, Heney Realty

Karen Geraghty*Northeastern Vermont Development Association

Ruth GreeneBlue Cross Blue Shield of Vermont

Jessalyn B Gustin*Upper Valley Services

Lauren McElroy Merritt*College Steps

Margaret Pinello-WhiteBlue Cross Blue Shield of Vermont

Dexter Rowe*WNUB and WCFR

Richard ThekenRetired, Central Vermont Medical Center

Linda WinterVermont Humanities Council

Annette Young*People’s United Bank

2015- 16 STAFFTawnya Kristen, Executive DirectorJane Bradley, Interim Executive Director*Pamela Bailey, Director of OperationsNelson Baker, Community Impact DirectorLaurie Kelty, Administrative AssistantMichael Knight, Funding Resources Dir.*Madeleine Roy, Marketing Director*Carrie Stahler, Dir. of Funding & Prog. Dev.

*not current member of board or staff

OFFICE LOCATIONS

73 Main Street #33Montpelier, VT 05602802-613-3989

1325 Main StreetSt. Johnsury, VT 05819802-745-0101

P.O. BOX 33, 69 Main St.* Derby Line, VT 05830802-647-2148*location now closed

Dear Friends,

This year marked important changes for Green Mountain United Way. I joined the organization in September of 2015 and together with the Board of Directors and staff, transitioned the agency and took steps to increase efforts to bring significant positive impact to our community. We are now moving forward stronger than ever to address specific needs in our priority areas of Education, Health, Financial Stability, and Community Caring through our traditional role as a community partner and by broadening our reach through innovative program development.

For 2015-16 we continued our work in Education and the early learning needs of young children. In the area of Financial Stability, we maintained our support of individuals through financial literacy education while creating the foundation to provide programs that directly support the needs of working families and communities. In Health, we took considerable steps in creating pathways that link our work to address the cycle of poverty, food insecurity and long term health effects.

Under our Community Caring initiative we continued the commitment to keeping our local community at the heart of the work we do by holding Days of Caring in Barre and the Mad River Valley, and Literacy Kit team building events to mobilize the power of giving time and sharing talents. We discovered the true heart of generosity through the outpouring of support for our Tatum’s Totes program which provides backpacks for children entering emergency foster care through the Department for Children and Families in the Barre and Newport Districts.

On behalf of everyone at Green Mountain United Way, we thank you for your continued belief in our work and the power to LIVE UNITED to create better solutions for every person in our community. I welcome your continued involvement, whether through the investment of time or treasure, and honor all the ways you have supported our work thus far.

With Gratitude,

Tawnya Kristen, Executive Director

2015-16 ANNUAL REPORTUnited Way fights for the health, education, and financial stability of every person in every community www.gmunitedway.org

FINANCIAL OVERVIEWWHERE OUR MONEY COMES FROM - REVENUES FOR YEAR ENDED JUNE 30, 2016UNRESTRICTED REVENUES

Community CampaignEstimated Uncollectible PledgesDonor DesignationsOther Funding Sources (grants, investment income, etc.)

TOTAL AVAILABLE

WHERE THE MONEY GOES - INVESTMENTS & EXPENSES FOR YEAR ENDED JUNE 30, 2016INVESTMENTS & EXPENSES

Community Investments (net of donor designations) Fundraising Expenses Administrative ExpensesTOTAL EXPENSES

STATEMENT OF POSITION - AS OF JUNE 30, 2016ASSETS

Cash & Certificate of DepositPledges, Grants & Contributions Receivable, net Other AssetsProperty & Equipment, netBeneficial Interest in Assets Held by OthersInvestments & Endowments

TOTAL ASSETS

LIABILITIES AND NET ASSETSLIABILITIES

Accounts Payable & Accrued ExpensesAllocations & Designations Payable Deferred Program Service Revenue

TOTAL LIABILITIES

NET ASSETSUnrestricted

Board Designated Operating

Temporarily RestrictedPermanently Restricted

TOTAL NET ASSETSTOTAL LIABILITIES AND NET ASSETS

This financial overview details how the contributions raised in the 2014-15 Community Campaign were invested in FY2016. This information was excerpted from our audited financial statements for the year ended June 30, 2016, which are available upon request. Green Mountain United Way does not charge membership dues nor does it use professional fundraisers. A service charge is comprised of the yearly management and general cost of 6% and the yearly fundraising cost of 3% for a total of 9%. Amount Raised: see Financial Statement under INCOME, Campaign line. Sources of contributions: individuals in the public at large, business campaigns, corporate gifts, special events. Administrative costs are covered by deducting a service charge percentage from donations (see Administrative Expenses).

65%

26%

3%6%

WHERE THE MONEY GOES FY2015-16

Community ImpactInvestmentsGrants & Designations

Fundraising

Administrative

COMMUNITY GRANT AWARDS 2015-16Family Center of Washington County Work Training Program for Reach-Up clients

Vermont Humanities Council Never too Early Program

AWARE Economic Empowerment Program

Wonder & Wisdom Seniors Program

Pathways Vermont The Vermont Support Line

Northeast Kingdom Youth Services Strategic Planning Consultant

Good Samaritan Haven Basic needs for Emergency Shelter Program

Prevent Child Abuse Vermont Nurturing Parents Programs

Northern Counties Health Care Personal Oral Health Patient Education

MICROGRANTS 2015-16People’s Health & Wellness Clinic Northeastern Vermont Regional Hospital Umbrella Oxbow Senior Independence Program Kingdom Community Services Community Restorative Justice Center

WHERE THE MONEY GOESFY ENDING JUNE 30, 2016

65%

26%3%

6%

$ 373,996(21,098)

(106,757)126,323

$372,464

$ 380,24011,49324,625

$416,358

$ 51,929 137,733

5,2942,222

0392,808

$589,986

$ 38,917 122,799

0$161,716

$ 0311,226

17,044100,000428,270

$589,986

Thank you to L. Brown & Sons Printing for generously donating the printing of this document.

LEADERSHIP GIVERS

COMMUNITY SUPPORTERS

Pinnacle ($10,000+)Anonymous (2)

Challenger ($5000 - $9999)Priscilla & William ChesterStuart Williams

Trail Blazer($2500 - $4999)Anonymous (1)Albert & Mary DoyleClaudio FortTerry J. MooreJustin P. Wheating

Pacesetter($1000 - $2499)Brian AitchisonJoseph & Jane AlperRebecca P. ArnoldDeborah BalserusJonathan BieleKen BlessingDaniel C. BridgeChip CastleAndrea & Richard CateRyan DarnellSherry DoaneBrian C. Eagan

Elizabeth EsmondEdard FarquharWilliam & Loretta GaidysChristopher GannonSarina R. GarciaRuthellen GreeneDavid & Wilma KelleyRobert LaskowskiThomas S. LeavittThe Machejeski-Labounty

Family FundRichard MiliusCharlotte L. MooneyTim MurrayAlban & Margaret RicheyPeter RickerDonald RobiskyDonald RungSarah P. SlatterKimberly Whitcomb

Pathfinder ($500 - $999)Anonymous (3)Dave AugustoniKathryn M. AustinG.W. BalkcomWanda BarilCarol Boucher

Maurice BouffardJustin BourgeoisLinfield BrownPerry & Nancy Browning Charitable FoundationDennis CahillDavid R. CarlsonKristin Carlson RidgePaul & Sandal CateJames & Andrea ChandlerJohn ColburnKen CoutureJudith DayePeter DeaneClaire DumasJoy FacosJohn FitzhughScott & Kelly FunkMack George Gardner-MorseDon GeorgeRonald G. GiffordPeter GoodellJarrod GrenierEthan GuilesCatherine HamiltonGeoffrey & Shirley HarrisRoland HilbertBrian Hutchinson

Travis IngrahamRichard LordJames S. LoweMark McDonnellDebora S. MetivierXuejia MihoRobert MillerJohn MitchellRobert D. MolinarioShayne MonfetteMelissa NeunDiane NorwoodCatherine O’BrienKaren Perham-LippmanCynthia PittingerKelly A. RossEllen RoweJose Santos MadalengoitiaRichard SchneiderLiana SenoskiAmanda ShiverickDavid & Nancy SpencerLorna SwannChristopher A. TurleyJordan WeidmanRobert WheelerAva WhitcombSteven Wood

Pinnacle ($10,000 +)Blue Cross Blue Shield of VermontNorthfield Savings BankUPSVermont Mutual InsuranceVSECU

Challenger ($5000 - $9999)Green Mountain PowerHannaford Charitable FoundationPrice ChopperTD Bank

Trail Blazer ($2500 - $4999)Bourne’s EnergyCentral Vermont Home Health & HospiceDenis, Ricker & Brown, Inc.National Life Group North Country HospitalNorwich UniversityPeople’s United BankRenewable NRG SystemsSunTrust BanksUnion Mutual of VermontUniversity of VermontZutano

Pacesetter ($1000 - $2499)Aetna Barre Housing AuthorityBarry T. Chouinard Inc.Community National BankE. J. PrescottFederal ExpressKeurig Green MountainMacy & Company, Inc.Merchants BankPrevent Child Abuse VermontSpaulding High School & Barre Vocational CenterThe Times ArgusVermont Energy Investment CorporationWalmart StoresWashington County Mental HealthWashington Electric Coop

Pathfinder ($500 - $999)Cabot CreameryComcastCrosstown TowingGeneral Electric FoundationHP HoodIBMJCPenneyKeyBankNortheast Kingdom Human ServicesNorthstar FireworksSeidman Family FoundationSugarbush ResortTops MarketsUnion BankVermont Center for Independent LivingVermont Economic Development AuthorityVermont Electric Co-op

Thank you! We would like to thank our individual donors and community partners for their support through employee workplace campaigns, donations, in-kind contributions, event sponsorships, volunteerism, or any combination of these gifts. We recognize the steadfast support of these orgnaizations and individuals; without their support we could not do this important work for our community.

We have done our best to recognize all of our supporters and donors. We apologize if we have missed you, please call our office at 802-613-3989 so we can update our records.

Thank you to L. Brown & Sons Printing for generously donating the printing of this document.

GREEN MOUNTAIN UNITED WAY’S PRIORITY AREAS OF IMPACTEDUCATION HEALTH FINANCIAL STABILITY COMMUNITY CARING

We promote a high quality accessible system of care and education to ensure the success of all children. We do this through partnerships with Building Bright Futures Councils in our regions, our Promise Communities and through the creation and distribution of Children’s Literacy Kits in cooperation with local businesses and nonprofit partners.

We work to increase access to healthy food and physical activity and to increase knowledge of available resources for prevention and treatment of substance abuse. We work on regional health teams and Hunger Councils, and through collective impact partnerships including C4C in Caledonia/Southern Essex County and ONE Care in Newport/Northern Essex.

We support the financial health and well-being of all families with a special focus on working families. Through our Working Bridges™ program we work to improve job stability. We improve access to knowledge by providing Financial Literacy workshops and through the development of programs to bring more financial literacy education and support to our communities.

We engage individuals and partners in activities which enhance the quality of life in our communities. This work includes coordination of the Tatum’s Totes programs in Barre and Newport DCF regions, Volunteer Days of Caring, donations for basic needs, support of Vermont 2-1-1, and our Community Impact Grants and funding of partner agencies through designations.

GIVE ADVOCATE VOLUNTEER

73 Main Street #33Montpelier, VT 05602

Proudly serving the communities of Caledonia, Essex, Orange, Orleans, and Washington Counties of Vermont