2015. .GRATITUDE
REPORT
. . . . . . . .
united way of the lewis and Clark area
Increasing the organized
capacity for people to care
for one another in Lewis
and Clark, Broadwater, and
Jefferson counties.
PAGE I 1
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
FROM THE PRESIDENT
looking outward
Living in the tri-county area as spring begins
reminds me how pleasant life can be. At the United
Way of the Lewis and Clark Area, we know by pooling
our resources— both financial and personal—we can
make life more pleasant for everyone.
To better understand the current and evolving needs
of people in our community, I am proud to say that
the United Way board and staff are increasingly
looking outward. We are revamping traditional
activities like allocations to make them even more
responsive to the needs of our stakeholders from donors like you to our partners in
the nonprofit and for-profit community. Importantly, we are engaging in new
activities to make certain that we are connecting donor dollars with effective solutions
to community challenges.
This is a very exciting time to be involved with our local United Way. Staff and
volunteers are leading collaborative efforts that connect resources to health,
education, and prosperity needs in our community. Through this work, the United
Way and partner organizations are creating a thriving community for everyone.
Best Regards,
Mark Lancaster, Board President
2015 BOARD OF DIRECTORS
Mr. Mark Lancaster, Luxan Murfitt PLLP
Mr. Ryan Domier, First Interstate Bank
Ms. Drenda Niemann, Lewis and Clark Public Health
Mr. Ryan Lindsay, Wipfli LLP
Ms. Terri Kunz, Jefferson County
Ms. Laurie Ekanger, Community Volunteer
Mr. Jason Clarke, Enterprise Holdings
Ms. Shannon Hall, Blue Cross Blue Shield of Montana
PAGE I 2
FROM THE CEO
moving forward
& looking back
What a rewarding first year it’s been as the
CEO of the United Way of the Lewis and
Clark Area. I would like to sincerely thank the
dedicated team of staff, volunteers, and the
Board of Directors for all their support during
this transition.
This year, we achieved 98% of our 2015
campaign goal of $775,000, which was a
$25,000 increase from previous years.
We are energetically striving to raise $1 million in our tri-county area in
future years. We can and will help our community thrive!
Our future goals are ambitious and we are up to the task. With your
help and engagement, we know that together we’ll succeed.
As our supporters, I invite you to celebrate our work and share your
experiences with the United Way in order to connect more people to
our mission. There is a place for everyone in the community at the
United Way. We encourage everyone donate what they are able, to
volunteer their time and talents, and to share their voice by advocating
for causes that they believe in.
I believe in this organization. I am pleased with all that has been
accomplished in the last year and am excited for all great things to
come.
Thank you for LIVING UNITED,
Alison Munson, CEO
Mr. John Harrington, State of Montana
Mr. Hal Jacobson, Community Volunteer
Mr. Dick Paulsen, Community Volunteer
Mr. Steve Rock, NorthWestern Energy
Ms. Anita Shontz, Morrison-Maierle, Inc.
Mr. Robert Ward, Community Volunteer
Mr. Ron Waterman, Community Volunteer
Ms. Carol Lockwood, Community Volunteer
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
2015 UNITED WAY PARTNER AGENCIES
\
The Angel Fund
Big Brothers Big Sisters of Helena
Boy Scouts of America: Prickly Pear Division
Girl Scouts of Montana and
Broadwater County Social Services
Wyoming created a Helena area
Cancer Screening Program of Lewis and Clark Public Health
troop that is specficically
Career Training Institute
CASA of Lewis and Clark and Broadwater Counties
committed to ensuring that 15
Catholic Social Services of Montana
young girls experiencing
Elkhorn Search and Rescue
homelessness are able to participate
Family Outreach
in the scouts by
Family Promise of the Greater Helena Area
addressing barriers to participation
Florence Crittenton Home and Services
The Friendship Center of Helena
(fees, transporation, and more).
Girl Scouts of Montana and Wyoming
God’s Love Shelter
Good Samaritan Ministries and Thrift Store
Helena Food Share
Lewis and Clark AIDS Project
Lewis and Clark Literacy Council
Montana Veteran’s Foundation
PEERS Unlimited
Refugee Center Online
Rocky Mountain Development Council’s Head Start
Rocky Mountain Development Council’s Meals on Wheels
Rocky Mountain Development Council’s Retired Senior Volunteer Program
Rural Dynamics, Inc.
The Salvation Army
In 2015, Head Start of
West Mont
Rocky Mountain Development
YMCA
Council, Inc. recorded at
Youth Homes
44.5% overall growth of
YWCA
literacy.
PAGE I 3
UNITED WAY OF THE LEWIS AND CLARK AREA
Working together in the
areas of education, health,
prosperity, and basic needs,
United Way partner agencies
make up a robust network of
local and trusted health and
human service organizations
that work hard every day to
deliver preventative services,
open doors of opportunity,
and help people when they
need it the most.
Good Samaritan Ministries
and Thrift Store provided
support to those with
imminent risk of losing
housing including case
management, eviction
assistance, and in-store
home furnishing equaling
$4,500.
GRATITUDE REPORT 2016
Introducing a new way to think about
United Way community impact!
Community impact is about....
G
etting the right people in the room together. This doesn’t just mean the “usual” people.
It means being inclusive, welcoming, and removing barriers to participatation so every community
member is empowered to share their voice and unique perspectives.
T
B
ransforming often fragmented efforts so everyone has access to the resources they need and the opportunity
to thrive.
uilding consensus to get things done while maximizing resources and reducing unnecessary duplication.
United way is a backbone organization WORKINg TO...
S
upport and identify aligned activities
C
reate and monitor shared measurement practices
f
acilitate communication among all partners
B
uild public support to get things done
m
obilize and support funding for collaborative efforts
PAGE I 4
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
Building a foundation By proudly leading the Early childhood coalition
When caregivers, social service providers, schools, government, and the whole community work together to ensure that all families have
the tools and knowledge needed to be healthy and happy, every child can be ready to thrive!
Here’s a glimpse of the ECC’s 2015
Distributed 2,000 books to pre-school
area children during the
Week of the Young Child.
Sponsored a screening of the film Paper Tigers
on Adverse Childhood Experiences, which over
600 community members attended. Since then,
momentum has grown on this issue, and we’re
committed to creating a connected community
that supports all of its members.
Launched the volunteer-led Reading in the Park
effort held in conjunction with the Summer
Feeding Program at Memorial Park.
Strenghtening social architecture by coordinating the helena resource advocates (HRA)
There are many people and organizations in the Helena area committed to improving the lives of our neighbors. HRA
encourages everyone to work together.
Explored ways to work together to improve:
-Affordable housing
- Transportation
- Food security
- Support for Service Members, Veterans,
and their Families
- Economic justice
In 2015, HRA....
Coordinated the Annual U.S. Dept.
Housing and Urban Development’s
Point-in-Time homeless survey
to gain a better understanding of
homelessness in our communities
and what we can do to help people
experiencing homelessness.
Made access to services more efficient for people who
need them. We updated and distributed 5,000 resource
cards. Three other groups were inspired to make cards
for their own causes!
The best part?
people have a renewed
enthusiasim and see potential for HRA
to solve community problems!
Through Communtiy impact, We’re Creating conditions where everyone can thrive!
Financial independence matters!
We support free tax help because it helps people build their financial stability and get ahead.
3 dozen volunteers = 1,000 state and federal tax returns filed + $1 million in refunds into our community!
Everyone has something to give back by volunteering.
360 new community members registered on www.volunteerhelena.org. That’s 1 person x day!
PAGE I 5
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
LEADERSHIP AND
TOCQUEVILLE SOCIETY
DONORS
$5,000-$10,000+
The Clarke Family
Sandi and Dave Ashley
Eric Hartse
Anonymous Donor
Anonymous Donor
PAGE I 6
GOLD LEVEL DONORS
SILVER LEVEL DONORS
Colleen Roylance
Justin Steckleberg
Randy E. Riley
Dick and Suzanne Thweatt
Rosslyn Duncan
Molly and Justin Mosness
James Spencer
Jeanne Fingar
Eric Palmer
Dr. Lee Harrison and Fred Olsen
Heidi Van Diest
Jim and Sharon Hardwick
Steven Blom
Drenda Neimann
Dave Thennis
Katherine Spady
Robert Rowe and Melanie Reynolds
Stan and Suzanne Severin
Mike Dalton
Shannon Hall
Pete Johnson
Lynnette Stern
Eric Bryson
Mickey Nelson
Mike Green
Nate McCarthy
Jarrin Burke
Gerald East
William Pratt
Jack and LeeAnn Berry
Charles and Joan Rolling
Darla and Tim Fitzpatrick
Devin Hutton
Rick Pyfer
Ryan Lindsay
Steve and Kim Turkiewicz
John P. Johnson
Tim Bartz
$2,500-$4,999
UNITED WAY OF THE LEWIS AND CLARK AREA
$1,200-$2,499
GRATITUDE REPORT 2016
BRONZE LEVEL DONORS
$750-1,199
Al Brogan
Don Cox
Ashley Basten
Bill Burkland
Gena Ward
Phil Odegord
Andrea Bourne
Susan and Gene Hickman
Dennis Brown
Joe and Kelle McMahon
Mike Murray
Philip Howeth
Mike Mundt
Robert Murdo
Patrick Sullivan
Darren and Alison Munson
Don Laine
Lori Murphy-Moullet
James Worsech
Thomas Strizich
William Gallea and Jeanne MacPherson
Thomas Kimmell
Daniel Trost
Mark Tuck
Ronald and Mignon Waterman
Michael Slone
Kadie Golberg
Brandon Steinagle
Chad Cebulski
Julia McGrath
Lindsay Brogan
Marshall Price
Matt McGinnis
Aidan Foshay
PAGE I 7
Samuel Weis
Marran Poole
Julie Kruger
Shane Waddell
George Mcneir
Nancy and Alan Nicholson
Ethan Walter
Cindy Utterback
Dwain Hoover
Keith and Susan Foster
Valerie Pallister
Diana Holshue
Ryan Kettel
COPPER LEVEL DONORS
$500-$749
Dr. James Burkholder
Marjorie Short
Dan Anderson
Fred and Judy Flanders
Joseph Harrington
Larry and Mary Putnam
Eric and Ellen Feaver
Fred Rigby
Marylis Filipovich
Mary Munger
Rick and Jane Hays
Bill Northey
Heather Grahame
John F. Patsey
Joseph Shevlin
Marcia and Mike Wall
Patty and Don Dahl
Ralph Rizzo
Ray Kuntz
Gail Nesslar
Heidi L. Weis
Paul and Roberta Spengler
Catherine Spiroff
Richard Johnson
Steve Rock
Shanna and Bob Kimball
Anita Hampton
Hal and Mary Kay Jacobson
Scott and Jen Knutson
Kit Fenno
Margaret Volpe-Rodgers
Cristina Espinosa
Charles Anderson
Dennis Mix
Laurie Ekanger
Holly and Stan Kaleczyc
Dan and Kari Cunningham
Bob Morrison
Cary Hegreberg
Chris Hines
Brenda Marks
Daniel Jenkins
Laurence Bickell
Erik Burke
Newell and Bonnie Anderson
Jacki Frank
Phil and Karlene Grossberg
Jennifer Charles
Robert Ward
Jennifer Romine
Gordon and Norma Bennett
Krystal Stewart
Anthony Szpilka
Max Bryant
Casey & Jim Molloy
Max Holland
David Smith
Melissa Poortenga
Ellen Livers
Paul Pedersen
Larry and Kathy Dreyer
Roy and Di Pace
Lisa Pickens
Stefana S Lawrence
Mike Swingley
Tony Vukasin
Nancy Granger Cormier
William and Susan Butler
Pat McCutcheon
Donna Wilkerson
Scott Murphy
Teresa Charlton
Sharon Haugen
Bruce Haswell
Sue Woodrow
Katie Gallagher
Therese Tucker
Linda Kindrick
Connie Christofferson
Patrick Kienberger
Gary Carlson
Sheri Onstott
Michele Russell
Judith Acton
James W. Brown
Joe Morgan
Lynn Keller
Kathleen and Keith Broussard
Cody and Jessica Salo
Paula Jacques
Daniel Byrd
Shawna Talles
David Krainacker
Bryan McMurtrey
Debra Berg
John Pfeifer
Georgia Cummings
Keith Hatch
Tim Mehrens
Rhonda Hinrichs
Erin Johnson
Anastasia Schedel
Nikolas Griffith
Debra Redmond
Marvin Drake
Benjamin Vukonich
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
UNITED
WAY
WORKPLACE
GIVING
CAMPAIGNS
good for business, better for employees, best for our community
$5,000 to $9,999
$100,000+
State of Montana Charitable Giving Campaign
20,000 to $99,999
Blue Cross Blue Shield of Montana*
Combined Federal Campaign
Costco
Enterprise Rent-A-Car*
KXLH*
St. Peter’s Hospital
United Parcel Service (UPS)*
Macy’s
Morrison-Maierle, Inc.
Mountain Pacific Quality Health Foundation
NorthWestern Energy
Shodair Hospital
Target
$15,000 to $19,999
Anderson ZurMuehlen
Helena School District No. 1
Valley Bank
Wipfli*
$10,000 to $14,999
American Chemet
First Interstate Bank
Lewis and Clark County
Opportunity Bank of Montana
Wells Fargo Bank
PAGE I 8
2015 Grants & Endowments
Associated Dermatology
Dennis and Phyllis Washington Foundation
Eden Family Endowment
Jean Barrett Endowment
Montana Community Foundation
Pearl and Bob Richardson Endowment Fund
State Fund: Workplace Ergonomics
State of Montana Pre-School Development Grant
United Way Worldwide: Working Tax Credits Advocacy
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
$1,000 to $4,999
AAA MountainWest
Associated Food Stores
Availity HEW Briding Healthcare Connections
BancServe, Inc.
Bison Engineering
Carroll College
Catholic Social Services of Montana
City of Helena
Crowley Fleck
CWG Architects
D.A. Davidson
Deloitte
DOWL
Federal Reserve Bank of Helena
Good Samaritan Ministries and Thrift Store
Gough, Shanahan, Johnson, and Waterman
Helena Community Credit Union
IBM
Jackson, Murdo, and Grant
JC Penney
PAGE I 9
Kardmas, Lee, and Jackson, Inc.
McHugh Mobile Home Park
MEA-MFT
Nationwide Insurance Enterprises
Northrop Grumman
PacificSource Health Plans
PayneWest Insurance
PPL Montana
Robert Peccia and Associates
Rocky Mountain Development Council
Stockman Bank
United Way of the Lewis and Clark Area
US Bank
Walmart
Watkins and Shepard Trucking
Wayne Miller Coins
*Denotes companies whose contributions include
generous in-kind gifts.
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
2015 was a big year!
We achieved 98% of
our record
campaign goal,
brining in over 750K!
99% of what is raised
in our community,
stays in our
community.
CEO, Alison
Our office got a
Munson visited
facelift, and now
Washington D.C. to community groups
learn from peers at can use our space!
the United Way New
Thanks Golden
President’s Forum. Eagle Construction
and SherwinWilliams Paints!
We saw record attendance at the 2015
Campaign Kickoff Breakfast. Thank you to
the West Mont Cheerleaders for donating
their time and their talents!
PAGE I 10
Thank you to the Holter Museum’s
After-School Teen Arts Council (ATAC)
for designing and painting our wonderful
mural. Thank you Danzer’s Paint!
We participated in
Rocky Mountain
Development
Council’s 2015
Spirit of Service.
Go Team Montana
Community
Foundation, United
Way, and Governor’s
Office of Community
Service!
We welcomed a new
position, the
Community
Impact
Coordinator.
The goal of the
position? To
faciliate
collaboration to
accomplish
common goals.
UNITED WAY OF THE LEWIS AND CLARK AREA
GRATITUDE REPORT 2016
United Way of the lewis and clark area
75 e. lyndale
Helena, mt 59601
406.442.4360
[email protected]
www.unitedwaylca.org
facebook.com/uwlca
@unitedwaylca