annual report 2007

2007 Financials

United Way of Transylvania County,= Inc.

2006/2007 Statement of Finances

July 1, 2006 – June 30, 2007

(From 990 Tax Return)

Income

&= nbsp; Direct Public Support - Cash &nbs= p; &= nbsp; &nbs= p; = $390,231

&= nbsp; Direct Public Support – Donated Services&nbs= p; &= nbsp; 11= 7,046

&= nbsp; Dividends & Interest = ; &n= bsp; = ; &n= bsp; = ; 5,372

&= nbsp; Other Income = &nb= sp; = &nb= sp; &= nbsp; 4,409

Total Income = &nb= sp; = &nb= sp; = &nb= sp; $517,058

Expenses

&= nbsp; Program Services = ; &n= bsp; = ; &n= bsp; = ; $387,133

&= nbsp; Management & General = &nb= sp; = &nb= sp; 59,5= 70

&= nbsp; Fundraising &= nbsp; &nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; 25,318

&= nbsp; Payments to Affiliates = &nb= sp; = &= nbsp; 3,106

Total Expenses = &nb= sp; = &nb= sp; = &nb= sp; $475,127

<= span style=3D'mso-tab-count:1'> &= nbsp; &nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; &= nbsp; __________

Excess or (deficit) for year &= nbsp; &nbs= p; &= nbsp; &nbs= p; = $41,931

Net Assets or fund balances (6/30/07)= &= nbsp; &nbs= p; &= nbsp; $306,964

<= o:p>

2007= Board of Directors

Offi= cers:

= ; &n= bsp; President &= nbsp; &nbs= p; &= nbsp; Janet Grey

= ; &n= bsp; 1^st Vice-President = ; &n= bsp; Joe Jackson

= ; &n= bsp; 2^nd Vice-President = ; &n= bsp; Fred Durand

= ; &n= bsp; Treasurer &= nbsp; &nbs= p; &= nbsp; Jane Stamey

= ; &n= bsp; Secretary &= nbsp; &nbs= p; &= nbsp; Steve Pulliam

= ; &n= bsp; Recording Secretary &nbs= p; Barbara Kuhn

= ; &n= bsp; Past President &nbs= p; &= nbsp; Mike Harle

Dire= ctors by Terms (by last year of term): &= nbsp; &nbs= p; &= nbsp;

2007&= nbsp; Jane Adkinson Joe Jackson = (Open)

= ; &n= bsp; Janet Grey &nb= sp; Sandra Purcell Patricia Webb

= ; &n= bsp; Lynne Montague-Clouse &nbs= p; &= nbsp;

2008&= nbsp; Dian Brewton Fred Durand &= nbsp; (Open)

= ; &n= bsp; Carson = Griffin (open) &= nbsp; Rodney Locks

= ; &n= bsp; Madrid Zimmerman=

2009&= nbsp; Gregg Condon Peter Johnson (Open)

= ; &n= bsp; Tanya Murray Maureen Sieber Val Smith &= nbsp; &nbs= p;

Committee Chairs:

= ; &n= bsp; Finance &= nbsp; &nbs= p; Jane Stamey

= ; &n= bsp; Campaign/Publicity &= nbsp; Madrid Zimmerman=

= ; &n= bsp; Allocations &= nbsp; &nbs= p; Joe Jackson

= ; &n= bsp; Governance &= nbsp; &nbs= p; Mike Harle

= ; &n= bsp; Community Impact &= nbsp; Lynne Montague-Clouse

= ; &n= bsp; Strategic Planning = ; Peter Johnson

2008 Board Officers & New Board Nominees

Officers:

= ; &n= bsp; President &= nbsp; &nbs= p; Janet Grey

= ; &n= bsp; 1^st Vice President = ; Joe Jackson

= ; &n= bsp; 2^nd Vice President = ; Fred Durand

= ; &n= bsp; Treasurer &= nbsp; &nbs= p; Peter Johnson

= ; &n= bsp; Secretary &= nbsp; &nbs= p; Steve Pulliam

= ; &n= bsp; Recording Secretary &nbs= p; Dian Brewton

= ; &n= bsp; Past President &nbs= p; &= nbsp; N/A

Class of 2010 Director Nominees:=

= ; Barbara Boerner Joe = Castro &= nbsp; Mark Isabelli

= ; Tommy Kilgore = Bruce Kirkman Scott Late= l
= 2007 ANNUAL REPORT

UNITED WAY

TRA= NSYLVANIA

COUNTY

= Mission Statement:

= To build a stronger Transylvania by mobiliz= ing our community to empower people to improve their lives.

F= ocus: Saving and changing lives through = health and human services.

2007= Highlights<= /p>

INTRODUCTION<= o:p>

United Way of Transylvani= a County is celebrating the completion of a year of growth, transition and accomplishment. While maintai= ning focus on our mission, we have been strategically laying a foundation for the future by seeking opportunities to make significant and lasting improvement= s in the lives of the people of Transylvania County. None of this would be possible without the energy and dedication of many hardworking professionals and volunteers who are committed to serving our community. As= a result of the efforts and expertise of agency personnel, the work of the UW= TC Board and staff, the support of local businesses and workplaces, and the generous commitment of each of our individual donors, we can truly say that throughout 2007, United Wa= y continued its long history of working to improve lives in Transylvania County= . Thanks to each of you who he= lped make this possible.

There are three major com= ponents to the work of United Way<= /st1:address> of Transylvania County; Community Impact, Resource= Development and Fund Allocation. Followin= g are highlights of accomplishments.

COMMUNITY IMPACT

UWTC is in the process of transitioning to a Community Impact model for strategic planning and alloca= tion of funding. Over time, all pr= ograms funded by UWTC will fall under one or more of three components believed to = be major factors in achieving quality of life: Education, Income/ Financial Stability, and Health. Today,= most of the programs funded by UWTC already fit into one of these categories.

§= Youth Substance Abuse Prevention (Education, Health)

Now in its third year, th= is project is headed by the Community Youth Substance Abuse Prevention Coordinator, first started by a United Way Grant. The goal of this initiati= ve is to help young people make good, healthy choices in all areas of their li= ves, but especially when confronted with opportunities for drug, alcohol and tob= acco use.

A pilot study of a curric= ulum entitled “Too Good for Drugs” was introduced in grades K throug= h 8. The program teaches goal setting and skills for making good choices. It has been well received by students, faculty and parents and is expected to be implemented district-wide next fall. In addition, “Youth Speaks”, a program for high school students was initiated through The Center for Dialogue, the school district= and the Youth Substance Abuse Prevention Coordinator. This program brings high school st= udents together to talk about issues directly affecting their lives in the areas of substance abuse, relationships and community. Students participating in this pro= gram are now working on action plans to deal with some of the problems identifie= d in these discussions. Finally, the Youth SA Prevention Coordinator has establi= shed “Merchants for a Safe and Drug Free Community” to work with businesses that offer tobacco products and alcohol for sale. Through use of= North Carolina&#= 8217;s “Red Flag” campaign merchants are encouraged to check IDs and refuse to sell to underage customers.

Affordable Workforce Housing (Income/ Financial Stabi= lity)

The availability of good, affordable housing has been identified as a major challenge for Transylvania County due to local demographics a= nd limited land. Following a very successful Workforce Housing Summit hosted in April, 2007, five working committees have been formed and in December, UWTC hired a part-time Workfor= ce Housing Director to oversee the work of these committees. The current committees address the following areas: land, government, finance, construc= tion and communications. A survey has been developed and distributed throughout = the community to better assess housing requirements. The director has also developed a Workforce Housing Coalition web site and short term strategic p= lan. The process of developing and maintaining affordable workforce housing requ= ires a community-wide effort.

§= Financial Stability Partnership (Income)

United Way of Transylvani= a County is taking a leadership role in developing a partnership among social service providers, financial institutions and financial advisors in providing finan= cial education and assistance to individuals and families in Transylvania County= . UWTC has funded a part-time positi= on for a Financial Stability Director to direct the program and to implement a software program to coordinate communication and data. This program is funded through 200= 8.

§= 211 Helpline (Health, Education, Income)

The 211 Helpline is a coo= rdinated effort of United Ways and county governments of Western North Carolina including Transylvania, Buncombe and Henderson and Madison Counties. Offering a community specific data= base of services and resources, the helpline specialists can answer questions and direct callers to the help they need efficiently and effectively.

§= 220;DreamBuilders 2007” (Health, Education)

A UWTC Community Impact G= rant partially funded a summer camp program directed by Appalachian Counseling serving children from 8 to 16 years. Utilizing prevention, treatment and educational strategies, DreamBuilders goal was to provide healthy alternati= ves to non-beneficial behaviors and dependencies with a focus on preventing substance abuse in children and teens identified as being at risk.

RESOURCE DEVELOPMENT

§Cam= paign:

Each year, as the bar is = set a bit higher, our campaign committee works diligently to meet the campaign go= al established by the UWTC Board. This figure is based on anticipated requests from our partner agencies and a predetermined amount set aside for Community Impact Grants. This year as we close the 2007/2008 campaign we are very happy to report that the generosit= y of our donors has allowed us to not only meet, but to exceed our established g= oal of $390,000! This would not be possible without the leadership and commitment of this year’s Campaign Chair, Madrid Zimmerman and her committee.= This hardworking committee planned and carried out a successful camp= aign placing greater emphasis on community-wide education regarding the comprehensive efforts of today’s United Way. The expansion of reside= ntial area campaigns based on the very successful Connestee Falls model was also a goal. Additionally, payroll campaigns spearheaded by Campa= ign Executive Don Rogers reached an all time high with the County achieving a record $20,000 increase in donations. Leadership gifts among Waterfall Society members also reached record levels. We want to acknowledg= e each donor and volunteer with heartfelt thanks for giving so generously to suppo= rt important community programs.

§Pla= nned Giving:

In October 2007, the Boar= d of UWTC unanimously voted to initiate a planned giving program as a way of assuring that United Way of Transylvania County will be able to continue to provide for our community well into the future. Studies have shown that without an established endowment, United Ways cannot be assured of adequate funding to meet projected community needs fifteen and twenty years into the future. The Board of UWTC believes in our = Mission and the i= mportant work of our local organizations and is resolved to see this work carried on. Information on planned gi= ving is available through the U= nited Way office.&n= bsp; More to come!

ALLOCATIONS

§All= ocations Committee

Each year the Allocations Committee is tasked with reviewing applications for funding from agencies across the county. The process includes site visits by the six area council= s, interviews with agency staff, assessment of program performance measures and finally recommendations to the Board for approval. In 2007, this committee under the experienced leadership of Joe Jackson recommended allocation of funding for= 27 programs among 18 agencies. T= he work of these agencies covers all areas targeted by the Community Impact transition. Looking ahead, fo= ur additional programs have been submitted to UWTC for funding for the 2008 fi= scal year. The amount UWTC can all= ocate for all programs is determined by the generosity of donors and the success = of the annual campaign.

We are all fortunate to l= ive in a very caring community. With proactive planning and good stewardship of community resources, the future = of Transylvania continues to be bright with promise. E= ach of us is responsible in part for the legacy we leave for future generations. We believe United Way is the right way to join together as neighbors to assure the best possible future for Transylvania County. Thank you for all you have done and continue to do to make this a reality.

Janet Grey = ; &n= bsp; = ; &n= bsp; Steve C. Pulliam

President, Board of Directors &= nbsp; Ex= ecutive Director