2013 Annual Report
www.unitedwaykfla.ca
We’re in this
together
We will bring lasting,
positive change to help
people live with hope,
dignity and a sense of
belonging.
Table
of
Contents
3
4
7
Mission, Vision & Values
8
10
12
13
14
16
18
20
24
25
26
28
30
33
35
52
54
56
60
Risk Management
2013 Year in Review
Strategic Planning
Accountability Framework
Board Chair & CEO Report
Treasurer Report
Campaign Chair Report
Labour Report
Board of Directors & Committees
Investing in the Community
All That Kids Can Be
Healthy People, Strong Communities
From Poverty to Possibility
Root Causes of Social Issues
Engaging Future Generations
Get Involved
2013 Financial Report
Campaign Awards
Caring Corporations
Honour Roll
Eternity Fund
Give.
Volunteer.
Act.
Change starts here.
Mission,
Vision and Values
Mission
To build and strengthen our community by bringing
people and resources together to facilitate change.
Vision
We see a future where people are self-sufficient
in a community where individuals live with hope,
dignity and a sense of belonging.
Values
We will be known as an organization that:
Operates with integrity, transparency and accountability to the
highest ethical standards to ensure public trust,
Provides leadership in driving social change, partnerships and
collaborative innovation,
Respects community wisdom by considering diverse viewpoints,
Harnesses and engages the talents and resources in our community
to enhance a philanthropic culture,
Promotes volunteerism through creating awareness and engagement.
3
Mission, Vision and Values
2013
Year in Review
Governance and Human Resources
The Board of Directors completed the process of visioning and
developed strategic direction and a strategic plan. This process
included consultation with key stakeholders, a review of what
is working and establishing the direction to be taken over the
next five years.
After researching proposed changes to the Not for Profit
Corporations Act, the Board of Directors revised the organization’s
bylaws. Bylaw #4 was introduced at the AGM in June 2013.
The staff team completed a comprehensive review and documentation
of all operational policies, procedures, and processes.
Resource Development
2013 was a challenging year with uncertainty, shutdowns and a
slow economy. In spite of this, thanks to the efforts of thousands of
volunteers, supporters and loyal donors, the annual campaign was
successful, raising $3.45 million (1% over our goal of $3.4 million).
In addition, thanks to our strong partnership with Correctional
Service of Canada, our United Way was fortunate to organize and
run tours of the Kingston Penitentiary, a day after their closing.
This raised over $170,000 pushing our total campaign
achievement to over $3.6 million. (6% over goal). These
tours also brought national attention to our community
and our United Way.
Approximately 79% of this was raised from workplace
campaigns, with the balance from individuals and events
outside the workplace.
The focus on growing individual giving through Leadership
and Major Gifts ($10,000 plus) was successful. We saw a
dramatic increase in these areas. Leadership giving ($1,000
or more) grew 18% and, within this category, donors giving
$5,000 or more grew by 26%. This focus provided the
impetus for growth in the campaign.
Corporate Services
This department was created in 2013 with the purpose of
supporting the revised staffing structure and to provide
leadership, coaching and support for the organization.
Plans were developed and implemented to develop a
shared leadership model and structure to allow a focus on
prospecting new donors and enhanced leadership giving.
Community Investment
The Volunteer Centre continued to match volunteers with
opportunities in the broader community. 288 volunteer
opportunities were posted and volunteers visited the website
4,303 times looking for volunteer placements.
The United Way of KFLA developed a Focus Area Framework with
revised impact areas which align with the National Framework.
The Board of Directors reviewed the existing funding streams
and developed a simplified structure to allow stable funding
for member agencies and, additionally, grants to address
new and emerging needs. Based on feedback and input from
agencies and volunteers, a process for multi-year funding for
some agencies was developed. Application forms were revised
to provide a simplified application process.
Seven public workshops were delivered through Leadership
Development Services, designed to build capacity and strengthen
boards of directors and senior staff in local not for profit
organizations. Additionally three custom workshops were delivered
to agencies that identified the need for capacity building.
Awareness and Engagement
The United Way of KFLA in 2013 was confirmed as the
Community Entity for the Homelessness Partnering Strategy
(via Service Canada) for another five year term.
An electronic version of the campaign newsletter (Way to Go)
was developed and implemented in 2013. With dynamic content
and visually appealing graphics this e-newsletter continues to
highlight the great work of our workplace volunteers.
Community Poverty Reduction Plan
Our annual Success By 6 Week in May had a record number of
participants with 140 free events for children 0-6, encouraging
parents and caregivers to “Take the Time, Make the Moments
Matter ™”, increasing awareness of the importance of early years.
In 2013 a Kingston Poverty Reduction report was shared with
City Council and the public at a well-attended community
forum. This report outlined clear goals developed by the five
working groups. Work continued on the first phase of a shared
community plan to reduce poverty in Kingston.
Youth Homelessness
1,116
As part of a pilot project to develop a community plan
to reduce youth homelessness, the United Way initiated
community planning and recruited a steering committee and
youth planning committee. The project started with a point in
time count, and included focus groups with youth as well as a
youth forum. The plan will be released in 2014.
United Way
Facebook
Likes (as of
Dec. 31, 2013)
Facebook Total Reach (Jan. 1 - Dec. 31, 2013)
Engagement has increased on all Facebook accounts.
The number below is based on Facebook insights and
indicates how many people viewed the most popular item
posted in 2013.
Youth/Civic Engagement
Following up on our very successful volunteer youth challenge,
Change the World, our United Way increased the number of
schools participating (from 9 to 12), more than doubling the
number of youth involved (from 834 in 2012 to 1,813 in 2013)
who volunteered a record 8,128 hours in the KFLA community.
2,152
United Way (a post about the Penitentiary Tours)
2,256
Next Gen (a post about Next Gen Sociable)
Building on the success of the Caring For Others program
last year, this program was delivered by volunteers in over
20 elementary schools, providing Grade 4 & 5 students an
opportunity to learn about caring and civic engagement.
2,132
United Way
Volunteer Centre
Twitter
Followers (as
of Dec. 31, 2013)
(increased from 1,278 on Jan. 1, 2013)
As part of the annual Volunteer Week events, speaker Craig
Keilburger spoke at a sold out breakfast event and then
addressed a gathering of over 1,000 high school students. Six
“Volunteers Grow Community”awards were given at this event.
860 Next Gen
(increased from 159
on Jan. 1, 2013)
437 Volunteer Centre
5
2013 Year in Review
KP Tours
In October 2013 the Correctional Service of Canada gave
the United Way an opportunity to offer public tours of
Kingston Penitentiary. The tours contributed $171, 540 to
this year’s campaign, bringing the total raised in 2013 to
over $3.6 million.
9,289
Attendees/tickets sold
55
Tour Guide Volunteers
159
The tours captured the attention of not only our
community, but the entire nation. In all, over 9,000
people went on the tours of the oldest prison in Canada.
The feedback we received complimented us on the
organization of the tours. This is a huge testament to the
214 volunteers who helped out at short notice. A special
thanks to Correctional Service of Canada staff and retirees
who acted as tour guides.
$171,540
(includes complimentary tickets)
Volunteers
Raised
,000
33
KP Website Hits
Coast to coast
news coverage
In Sept. &
Oct. 2013
2013 By the Numbers
Volunteer Centre
288
88
4,303
Caring for Others
Volunteer Opportunities
19
Volunteers
Local Organizations Assisted
21
Schools
Online Enquiries
30
Classes
800
Speakers Bureau
52
242
Students
Change the World - Ontario Youth Challenge
4
12
1,812
Youth Participated
Success By 6 Week
8,182
Volunteer Hours (over 4 weeks)
140
Free, Fun Opportunities
6
2013 Year in Review
Speakers
Presentations
Bus Tours
Custom Tours
Strategic Planning
In 2013, the Board of Directors developed a Strategic Plan.
The United Way mission, vision and values were reviewed.
More than 70 stakeholders were consulted. Three key
outcomes and strategies were developed by the Board of
Directors and management. In 2014, an implementation plan
will be introduced.
Focus on plans to end youth homelessness, and
poverty reduction, rather than alleviation
• Analyze data to identify gaps and issues, evaluating
what currently works.
• Engage in community conversations with government,
agencies, private and public sectors, Labour, business
and individuals with lived experience.
Outcomes and Strategies
• Work collaboratively, facilitating input and conversations
that lead to action plans.
Human care services will be available to
those who need them the most.
• Identify potential solutions and actions to address the
root causes.
We will advance optimization of community support
systems through better coordination, integration and
streamlining, reducing duplication of effort and
resources, and effectively leveraging community
resources and expertise.
• Adapt our policies and funding models to address some
of these root causes.
• Measure and evaluate to ensure we are achieving
stated outcomes.
• Identify gaps and challenges in service delivery
systems from a client perspective.
• Work with partners to increase awareness of the issue.
• Work closely with frontline agencies to reduce
duplication of effort and resources at the system
level, ensuring more effective and productive use of
community resources and expertise.
We will make KFLA child friendly so every time we
make a decision, it is through a lens of: “Is this good
for our children?”
We recognize that we have an opportunity to work
together as a community to positively influence and
improve the lives of young children.
• Review funding and outcome measurement processes
to ensure that we continue to focus on programs and
initiatives that demonstrate the most impact.
• Build awareness about the importance of early years,
ensuring that people know that maximum brain
development occurs between the ages of 0 and 6.
Encourage people, through Success By 6 Week, to
embrace the concept of “Take the Time, Make the
Moments Matter™”.
• Develop processes to track impact and long term
outcomes of preventative programs.
A shared community plan will be developed
to respond to forces of change in our
community, seeking alignment and
community consensus on critical causes
that we believe need to be championed.
• Through data analysis, we have identified seven high-risk
neighbourhoods in KFLA. We will map data and services,
consult with residents, identify what is needed in these
neighbourhoods, review programs and confirm changes
needed to help children become ready to learn when they
go to school.
Build alignment around poverty reduction, youth
homelessness and early years.
7
Strategic Planning
The community will see us as
a leader in the social service
sector, as a place where they
go for information regarding
social issues impacting our
community, and where they
seek us out for opinion, policy
development and thought
leadership.
• Using both quantitative and qualitative data, research the issues that impact
people in our region.
• Become knowledgeable about these issues, seeking information and consulting
with individuals with lived experience, agencies and researchers.
• Work with partners and agencies collaboratively to provide education,
awareness and reports on emerging issues and their potential impact.
• Use our research, knowledge and partnerships to help influence public policy.
• Use this information and research to determine how best to invest resources
for maximum impact.
Risk Management
governance/reflective of the community we serve. The
Resource Committee leads an annual orientation process
for the Board of Directors, which covers lessons learned
and governance topics including risk management.
Understanding & Managing Risk
The United Way Board of Directors is a policy board with
standing committees of the Board, each of which deal with
different aspects of risk associated with the organization overall.
Risk Management Process
The CEO and management identify and develop risk
mitigation strategies for risks associated with operations.
The Executive Committee sets the agenda for all Board
meetings and makes recommendations to the Board on a
variety of issues, including organizational risk.
Communicate and Consult
The Finance/Audit Committee recommends to the Board an
annual budget that reflects organizational priorities, based
on realistic assumptions. They provide quarterly updates
to the Board, reporting on variances. The committee and
management monitor financial reports, including the risk
related to pledge donation recovery and, through the
Treasurer and committee, the Board ensures compliance
with United Way Canada, Canada Revenue Agency, as well
as all legal requirements.
Identify Risks
Analyze Risks
Evaluate Risks
Assess Risks
The Resource Committee reviews the HR policy of the
organization bi-annually and addresses succession planning
through the annual nomination process. This ensures that the
Board maintains the diverse skill set required for effective
Treat Risks
8
Strategic Planning and Risk Management
Monitor and Review
Establish the Context
Through its risk management processes, the United Way of Kingston, Frontenac, Lennox & Addington
has recognized the following as key risks to its operations:
Risk Type
Mitigation
Financial Management – The bulk of campaign revenue comes
from donations made by individuals and corporations, with
approximately 50% of these donations as pledges. Our United
Way is vulnerable to pledge loss due to a number of factors
including workplace closures, employee turnover in workplaces
and retirements.
Our United Way has developed a robust pledge collection Policy,
reviewing our outstanding pledge receivables on a quarterly basis with
reports provided to the Board of Directors through the Finance/Audit
Committee. Our United Way also develops the annual budget based
on funds collected, not pledges. Financial controls are documented
and compliance monitored by management and external auditors.
Brand Image – The United Way globally has a brand image
that is worth $32 billion. With this comes great responsibility to
protect the brand trust that has been developed nationally.
Management, the Board of Directors and volunteers keep the United
Way brand top of mind when making decisions related to community
investment and organizational policies. Staff participate in national
task forces, committees and workshops to ensure that we are aware of
any factors and trends that could impact the brand.
Loss of Key Individuals – With a very public community based
fundraising campaign, any loss in leadership (volunteer or staff)
could have a negative impact on our ability to fundraise for vital
community programs.
Our United Way continuously works on succession plans to proactively
recruit and to allow for any potential loss of key volunteers. From a
staffing perspective, United Way has integrated job sharing functions
and detailed documented processes and timelines to retain institutional
memory and mitigate any potential loss of key staff members. A talent
management strategy is being developed in 2014 to ensure staff
recruitment, retention and development.
Compliance with Legislation – Our United Way is a locally
autonomous Not-For-Profit charity with a volunteer Board
of Directors. We are required to comply with regulations set
forth by Canada Revenue Agency, TAFR guidelines for United
Way Canada, and the ethical code from Imagine Canada. Any
compliance issues could negatively impact our brand image and/
or the image of the United Way as a movement.
Our staff report back to our Finance/Audit Committee on a quarterly
basis regarding statutory remittances. We ensure we file our T-3010
annually. We submit our audited financial statements and membership
agreements and are members in good standing with the United Way
Canada and Imagine Canada.
In 2013, the Board of Directors approved a process to develop a Risk Management Plan.
The Resource Committee will work on its implementation in 2014.
Establish the Context & Identify Risks:
January through March 2014
Analyze & Evaluate Risk: April-May 2014
• Analyze and assess top risks and breakdown by cause
and consequence
• Develop Risk Map, with top risks identified from
United Way membership
• Choose top 10 risks
• List all risks
• Categorize risks: Compliance; External; Financial;
Operational (infrastructure, facilities, IT, health & safety);
Organizational (staff, volunteers, governance)l Strategic with
Reputational Risk across all categories
Treat Risk: Summer 2014
• Identify risk ‘tolerance’
• Risk mitigation strategies for the top 10 risks
• Risk Ranking: Breakdown and rank top risks by likelihood
and consequences
• Identify ‘risk owner’ (by position not name)
for each of top 10 risks
9
Risk Management
Accountability
Framework
Administration Costs and
Community Investment
Compensation and
Performance Evaluation
The United Way of KFLA takes great care in
stewardship of both donor trust and donor dollars.
All our employees work at the United Way because they are
committed to the work we do in our community and to our
core values. We recognize that United Way salaries are not
comparable with positions in business or industry. We also
recognize the need to compensate fairly in order to recruit and
keep top-quality staff members so we can address the complex
and challenging work we do while balancing the need to keep
our cost ratio as low as possible.
• Our United Way actively solicits in-kind donations,
sponsorships, pro-bono services and the support of over
2,000 volunteers to keep expenses as low as possible.
This ensures that as much as possible of every dollar goes
directly to community support.
The Compensation Committee periodically benchmarks
CEO salaries of United Ways of similar size and with similar
Canadian not-for-profit organizations. We regularly review the
compensation levels of our senior staff to ensure they are within
reasonable rates for the level of skill, knowledge and experience
required for the role.
• Our United Way is a member of Imagine Canada’s Ethical
Code and adheres to the national United Way standards
for transparency, accountability and reporting.
• We comply with United Way of Canada’s Transparency,
Accountability and Financial Reporting standards.
• Our financial statements are audited by independent
auditors and are available in our annual report and online
at www.unitedwaykfla.ca.
As a learning organization, United Way encourages personal
and professional development. All employees participate in an
annual performance evaluation process. The CEO’s objectives
and performance make up part of an annual review with
members of the Executive and Compensation Committees.
• Our latest Canada Revenue Agency annual T3010
registered charity disclosure is available at
www.cra-arc-gc-ca.
All charities, including the United Way, are required to annually
provide information via the T3010 form. This information is
verified by an independent audit firm and includes the salary
ranges of the top five paid employees of any charitable
organization. The link is www.cra-arc.gc.ca and we can be
found under Charity Listings.
We are accountable to you.
United Way of KFLA received the prestigious Voluntary Sector Reporting
Award (VSRA) in the category of ‘Total revenues over $1 million to $10 million’ for
the 2012 Annual Report. This marks the third year in a row that United Way of KFLA
has been nominated in this award category and the second in which we have won
this award. In 2011 United Way of KFLA was a co-recipient of this award.
10
Accountability Framework
Funds invested
in programs &
services
For the Year
Ending 2013
Total revenue, including
annual campaign
85%
Fundraising & Less than
administration
**
cost ratio
15%
$3,970,146
Fundraising and related
administrative costs
$594,407
Campaign
revenue
Pledge
loss
Other
revenue
**Canada Revenue Agency’s benchmark for fundraising
and administrative cost ratio is under 35%.
1%
14%
85%
Board Chair
& CEO Report
2013 was a busy, successful, challenging and energizing year. We continue to evolve as an organization, striving
to build a better community for all. The Board of Directors worked with staff to plan the strategic direction for the
organization over the next five years. This process was rewarding and included connecting with stakeholders to
determine how best to build on our United Way’s success.
Our strategic direction affirmed the value of United Way’s role in shared community plans and we continued to work
with partners on poverty reduction and ending youth homelessness. A report was published in June, documenting
our community’s journey towards reducing poverty. We consulted youth and their input, enthusiasm, strength and
resiliency were captured, laying the foundation for a community plan to end youth homelessness.
At the same time, the Board initiated the development of a comprehensive process to manage risk. This process has
started and strategies to assess, manage and mitigate risk are being developed in 2014.
Our region has been relatively sheltered from the economic downturn but this year we started to feel some of the
impact. Recognizing the need to build our fundraising potential outside workplace campaigns we invested in staff
resources to grow donations from individuals in the community. This strategy was successful, raising $150,000 from new
community donors. This strategy was timely as we saw a decline in the number of donors, fortunately balanced by an
increase in average giving.
Additionally we were thrilled to be selected to run very successful Kingston Penitentiary Tours for three weeks.
This brought in significant revenue but also brought national attention to our community and our United Way!
A special thank you goes to Lori MacDonald for her exemplary leadership through the campaign. Lori brought
extraordinary energy, drive and enthusiasm, motivating our cabinet and volunteers to go the extra mile with her
personal passion and commitment.
In consultation with our agencies, we learned the value of our existing funding processes and received feedback on
ways we could tweak and improve. We then worked with volunteers and agencies to streamline and simplify funding
applications. We now provide multi-year funding to some agencies to allow them stability and the ability for longer term
planning. We work with others on building their capacity. We have received positive feedback about our Leadership
Development workshops, helping leaders in not-for-profits
learn about governance and managing in a time of change.
We continue our work with volunteers to engage future
generations through youth volunteering, helping young
children learn about civic engagement and increasing
community awareness about investing in early years.
We are delighted by and continue to be impressed with
the dedication and creativity of our United Way Next
Gen initiative, bringing together future leaders in their
twenties and thirties.
PETER CLARKE
BHAVANA VARMA
Chair, Board of Directors
President and CEO
Thank you to all our donors, volunteers, staff, agencies and
partners. Thanks to you, United Way continues to change
and improve lives right here in KFLA.
12
Board Chair & CEO Report
Treasurer Report
2013 proved to be another successful year for our community as the citizens of the KFLA area once again came
together to set another fundraising record. This achievement could not have happened without the tireless efforts
of our Campaign Chair, Lori MacDonald and the Campaign Cabinet. It is this ongoing commitment that allows the
United Way and community organizations to continue their great work to meet the growing needs.
As Treasurer, I am pleased to say that our United Way is in a sound financial position, thanks to continuous efforts
towards controlling costs. We are proud to say that we spend less than 15% of our revenue on fundraising and related
administrative costs.
In an effort to maximize investment into our community our United Way Board reviewed the cumulative surplus and
made a conscious decision to operate with a planned deficit for the fiscal year. This decision was made by our Board
of Directors to ensure that our community agencies received the funding they required to continue their great work.
Recognizing a declining workforce, and our current reliance on workplace campaigns, our United Way invested
additional funds in fundraising efforts. Because the fastest growing area of the campaign was in Leadership Giving,
with 600+ donors giving over $1,000, the United Way invested in two new staff positions in 2013 focused on individual
gifts. While this increased our fundraising expenses, the new focus resulted in an 18% increase in Leadership Giving,
offsetting some of the workplace challenges.
Our United Way takes transparency and accountability to our community very seriously. In recognition of this,
our 2012 Annual Report was awarded the Voluntary Sector Reporting Award (VSRA) in the category of Total Revenues
of $1 million to $10 million. The VSRA, run by the Professional Accountants of Ontario and Queen’s Centre for
Governance, receives over 100 nominations annually, and our United Way is proud to be among the top 15 finalists for
the last three years in a row.
We were very pleased in 2013 to renew our partnership with the Community Foundation for Kingston and Area (CFKA)
for another five years. This partnership renewal will allow us to continue to capitalize on the expertise of CFKA’s
Investment Committee to manage our Eternity Fund so that the gifts made will benefit future generations.
As Treasurer it has been my pleasure to work with the Finance Committee, Board and management to strive for ways
to increase the value we bring to our community.
As I complete my second year as Treasurer, I want to personally thank the members of the Finance Committee,
Bhavana and the United Way staff for all their assistance.
Campaign Revenue in our financial statements is made up of revenue deferred from
prior year’s campaign. 2013 statements reflect revenue from the 2012 fall campaign.
Fundraising and related administrative costs in 2013 include event expenses related to
the KP Tours as well as expenses related to individual giving, the revenue of which will
be recognized in 2014 statements.
BRUCE JEFFERY
Treasurer, Board of Directors
13
Treasurer Report
Campaign Chair Report
I have a favourite saying that goes like this, “you never know what a year will bring,” and in our 2013 campaign did
we ever bring it! As the campaign chair, I have to say I was initially quite daunted by the task of leading such an
auspicious event; however, having tremendous support from a strong cabinet of knowledgeable volunteers with much
experience at the table made my leadership challenge all that much easier. At the same time, I felt a very strong pull
to support my community, a community that I have lived and worked in for my entire life, and a community that has
stretched and grown over the years, both in prosperity and also in terms of need.
The health of our community is often reflected in the generous giving nature of those who live in it. This year’s
campaign goal was our largest to date, and the response from our community more than demonstrated the robust
healthy support to meeting this goal.
I was honoured and privileged to announce during our Touchdown Breakfast at the end of November that we had met
and exceeded our goal of $3,418,000 by raising $3,453,725. Beyond this, I was also honoured to announce an additional
push to our campaign by securing an opportunity to provide tours of the historic Kingston Penitentiary as an additional
source of funds for our campaign. This opportunity resulted in an additional $171,540 to support our community. Given
the United Way’s focus on youth and poverty, the United Way Board appropriately identified these additional funds to
be channeled towards this initiative.
It always amazes me how the machinery behind such a massive campaign works, and I can’t say enough about the
volunteers that make up a large part of that machinery. I attended various Seeing is Believing tours, stopped in to visit
both small and large companies and organizations and attend kick off events. I was always struck by the power of the
volunteers at every single ones of these visits. They bring their passion, commitment and innovative ideas on getting
work done and meeting the campaign goal. They tackled challenges, problem solved and continued full steam ahead
like the little engine that could. And they certainly did! It is the volunteers, the over 400 workplace campaigns, the
cabinet, the board and others who contribute to this type of momentum that is the real success behind the campaign.
As in life we are all influenced by different people, events and moments that leave a lasting impact, and I believe it
is important to recognize that there are other strong supports that contributed to the our campaign. On my way to
work each day I would hear a radio advertisement that talked about helping 85,000 people in our community. These
ads reflect the importance and power of the media to share our messages and encourage the participation of our
communities in supporting the United Way. Our media partners in radio, print and television consistently stepped up
to the plate to assist us in meeting our goal, and brought a great deal of enthusiasm to our campaign.
Finally, my tenure as the chair of the United Way was made so much easier by the help and
support of the United Way staff in our community. They are an amazing group who literally
work day and night to make the campaign happen, and it is an absolute honour and privilege
to work with. The exciting part about the end of a campaign is not just obtaining and
surpassing the goal, it is the thrill of seeing the next one on the horizon just waiting to unfold.
LORI MACDONALD
2013 Campaign Chair
14
Campaign Chair Report
2013 Campaign Cabinet
The Campaign Cabinet is made up of
local community volunteers who lead
the United Way Campaign for Kingston,
Frontenac, Lennox and Addington.
Thanks to their leadership and the hard
work and dedication of over 2,000
volunteers, funds are raised to support
our families, friends and neighbours.
Next Gen
Manufacturing Sector
Jennifer Goodwin – Providence Care
Erin Nolan – Assurant Solutions
Steve Kimpton – INVISTA
(Canada) Company
Business Development
Finance Sector
Sheila Kingston – Empire Life
Carrie Lagassé – RBC
Government Sector
Gerard Hunt – City of Kingston
Campaign Chair
Federal GCWCC Division
Lori MacDonald –
Correctional Services Canada
Col. Francois Chagnon – CFB Kingston
Provincial Division
Vice-Chair
Carrie Lagassé – RBC
Dianne Wylie – Ministry of Health
and Long Term Care
Major Gifts & Leadership
Sergiy Kolosov – Ministry of Health
and Long Term Care
Kathy Burke – Assurant Solutions
Municipal Division
Lloyd Fleming – BMO
Desiree Kennedy – City of Kingston
Labour Liaison
Joan Jardin – OSSTF – Limestone District
School Board
Josh Firth – TD Canada Trust
Ralph Mojsiuk – Manley Insurance Group
Commercial Sector
Greg Hinton – Bell Media Kingston
Commercial Account Executives
Adam Young – Secker, Ross & Perry
Susan Nelson – RBC
Healthcare & Agencies Sector
Tony Button – KFL&A Public Health
Senator Hugh Segal
Gillian Sadinsky – Inhouse Yoga
Finance Account Executives
Education Sector
Caroline Davis – Queen’s University
Daren Dougall – Youth Diversion
Honorary Patron
A. Britton Smith
Labour Report
The CLC (Canadian Labour Congress) and the United Way Centraide share a common vision for prosperous
communities, encouraging workers and union leaders to get involved and support the United Way efforts. Our local
Labour Council is proud to have a strong partnership with our United Way and will continue to offer support and help
in any way that we can.
As my tenure on the Board finishes this year I’d like to say that it has been a pleasure to work with the other United
Way Board directors on many local issues and on a strategic planning process to make sure our United Way addresses
our important community needs. I have found that every director on the board is committed to ensuring that our
United Way remains viable and strong. It has been an honour to have worked with all the board members and the
dedicated United Way staff. Our community is in good hands.
I would like to extend congratulations to all the volunteers, union locals, union activists, staff and workplace
campaigners who again helped the United Way exceed their 2013 goal. I’d like to express appreciation for all the
hard work done on the Campaign Cabinet by Joan Jardin a member of OSSTF (Ontario Secondary School Teachers
Federation ) and to Lisa Marion CUPE 254 (Canadian Union of Public Employees) our KDLC (Kingston and District
Labour Council) president. Well done everyone!
On behalf of all our Labour Council affiliates I want to thank Joan for her tremendous commitment in serving for many
years as the labour representative on the annual Campaign Cabinet. I am pleased that her service to our community
will continue as she takes up the Labour position on the Board of Directors. I want to welcome Tracy Simpson
President of United Steel Workers Local 343 on her appointment to the Campaign Cabinet. She will be an asset
bringing a lot of labour and community experience to that table.
As usual, Labour Day kicked off our labour campaign and I’d like to thank the United Way for participating in our
activities at McBurney Park and to all the Labour Day Committee members for their hard work in making the event
such a success.
It was a very challenging year, especially for our public sector unions and I am proud to say that our efforts to mitigate
any risk from job actions to the annual workplace campaign were successful.
We are partners, joining all those involved in the United Way and the over three million CLC members in building
healthier communities. Remember solidarity and strength in numbers can affect great changes.
PETER BOYLE
United Steel Workers Local 343 Retiree
Kingston & District Labour Council
United Way Board Member
16
Labour Report
2013 Labour
Labour Awards
United Way Labour
Partnership Agreement
Kingston and District Labour Council – KDLC
Ontario Secondary School Teachers Federation –
OSSTF District 27
The United Way KFLA and the Kingston and District Labour
Council (KDLC) have had a long history of partnership and
support, based on a common shared vision. Labour and
the United Way are committed to strong, active, safe and
respectful communities.
Steelworkers Organization of Active Retirees – SOAR
Canadian Union of Public Employees – CUPE Local 229
Ontario Public Service Employees Union – OPSEU Local 483
At the national level, there is a formal agreement between
the CLC (Canadian Labour Congress) and the UWCC (United
Way Centraide Canada). Both movements are based on
collective action recognizing that we are stronger when we
work together. The KDLC and United Way KLFA endorse this
framework for our local partnership.
United Association of Plumbers, Apprentices,Pipefitters –
UA Local 401
Other Labour Union Partners
COPE Local 225
CUPE Locals 109, 254, 1302, 1480, 1974, 229, 2202, 3175
Labour Community Advocate
CUPW Local 556
This training for unionized members helps workers to find
effective solutions and community support for issues outside
the scope of their collective agreements. It is a program jointly
sponsored by the Kingston and District Labour Council and
the United Way KFLA.
ETFO Limestone Local
IAM Local 54
IATSE local 471
IBEW Locals 115, 636
OECTA Algonquin Local
A Labour Community Advocate can offer guidance, referrals,
and information to fellow co-workers, listen to workers’ problems
and concerns and refer the worker to the appropriate agency or
organization to make sure that the right help was received.
ONA Local 99
OPSEU Locals 430, 431, 432, 443, 444, 450, 460, 468, 482,
483, 497
PSAC Locals 00013, 00016, 641, 901, 2010
Some of the topics covered are: Access to Community Services,
Conflict Resolution, Unions and Community Working Together,
Credit Counselling, Addictions, Discrimination/Bullying, Stress,
Harassment, Communication Skills and Human Rights.
QUFA Queens Local
SEIU Local 1
USW Local 343 & Local Area Office
UFCW Local 175
Workers’ Help Centre
UNIFOR Locals 27, 31, 713, 830, 1837
The Workers’ Help Centre, operated jointly by the United Way
KFLA and the Kingston & District Labour Council, is designed
to help workers who have lost their jobs due to layoffs,
downsizing or workplace closures.
Retirees from CUPE, OPSEU, USW, PSAC, OSSTF, ETFO
Labour Community Services Members
The Centre offers information about services available to
unemployed workers. All services are available for union and
non-union workers. The Workers’ Help Centre is located
in the Steelworkers’ Union Centre at 105 Sutherland Drive.
Telephone service is accessible Monday through Friday during
regular business hours.
Brian Brophy, CEP/retiree
Peter Boyle, USW/retiree
Barb Deroche, OPSEU
Janet Heyman, OPSEU
Joan Jardin, OSSTF
Lisa Marion, CUPE
17
Labour Report
Board of Directors
& Committees
Board Recruitment and Training
The United Way Board of Directors reflects our community. We strive to have board members representing public
and private sectors.
Board membership is recruited based on a matrix that outlines experience, skills, knowledge and interest.
Prospective board members are recruited from existing committees, ensuring that there is knowledge of the
United Way, its governance model and its role in the community.
A member of the Resource Committee meets with prospective and interested Board members to provide an
overview of Board priorities and expectations. The Resource Committee coordinates a fall orientation meeting
for all board members. The orientation covers policies, procedures, strategic direction
and introduces new members to the expectations of their new roles.
CHRISTINE BLAIS
Chair, Resource Committee
Board of Directors
Committees
Peter Clarke
Executive Committee
Roland Billings
Peter Clarke
Laurie Newport
Roland Billings
Susan Nicholson
Laurie Newport
Bruce Jeffery
Bruce Jeffery
Christine Blais
Bhavana Varma
Resource Committee
Peter Clarke
Roland Billings
Christine Blais
Brenda L. Hunter
Susan Nicholson
Bhavana Varma
Peter Boyle
Michelle Chatten-Fiedorec
Finance/Audit Committee
Caroline Davis
Michelle Chatten-Fiedorec
Jody DiRocco
Bruce Jeffery
Brenda L. Hunter
Carrie Lagassé
Peter Kraus
Patrick Murphy
Allen Prowse
Valerie Robb
Ex-officio:
Mark Segsworth
Lori MacDonald
Joe VanNiedek
Bhavana Varma
Bhavana Varma
Ex-officio:
John DiPaolo
18
Board of Directors & Committees
Approximately 2,000
local residents volunteer every year for our United Way.
2013 United Way Staff
President & CEO
Bhavana Varma
Vice-President, Operations
John DiPaolo
Corporate Services
Finance &
Operations
Community
Impact
Director
Community Investment
Kim Hockey
Fundraising
Director Campaign
Geoff Coons
Labour
Director
Development
Kim Donovan
Executive
Assistant
Chelsea Grey
Finance Manager
Lisa McKee
Manager
Community Investment
Marg Kubalak
Campaign Manager
Emily Mackwood
Communications
Specialist
Sherri Pilgrim
Database Specialist
Olga Karavai
Manager
Volunteer Services
Bill Miklas
Campaign Coordinator
Ian Gauthier
Coordinator
Leadership Giving
Katelyn MacDonald
Admin Coordinator
Nicole Dalglish
Community Investment
Coordinator
Andrea Johnson
Director, Labour
Community Services
Darlene Medhurst
Employees who left in 2013:
Amanda Hutteri
Melanie McCormack
Geoff Coons
Andrea Peponoulas
Employees on contract in 2013:
Susan Belyea
Employees started in December 2013:
Maura Doyle, Corporate Services Officer
Reporting to the Board of Directors, the President & CEO oversees the operations, leads and manages the staff of the
organization. The President & CEO provides leadership on the strategic direction of the organization, with guidance
and support to the Board of Directors. The organizational chart above reflects employees who were employed at
December 31, 2013. An updated list of current employees is available on our website at www.unitedwaykfla.ca
19
Board of Directors & Committees
Investing
in the
Community
United Way of KFLA is committed to ensuring that human
care services will be available to those who need them
most. We work closely with frontline agencies, funders and
people with lived experience to identify gaps, challenges
and opportunities to collaborate on issues of concern and
in facilitating a better coordination of services to avoid
duplication.
Member Agency Funding
Funding is disbursed to programs and services that fit
within United Way’s Community Impact Areas.
Granting
All That Kids Can Be
One-time grants are distributed through the year. These onetime grants encourage innovative and collaborative responses
to social needs in our community.
Healthy People, Strong Communities
Grants
From Poverty to Possibility
Through an annual rigorous review process by volunteers who
participate in our Citizens Review Panel, United Way allocates
ongoing, stable funding to its member agencies for specific
programs. This base support of funding enables agencies to
make long-term plans.
Recognizing the ever-changing needs of the community,
volunteers work together on Community Impact Panels to review
submissions and make funding recommendations. United Way
offers grants that provide support, enabling agencies to respond
to new emerging needs and issues, often leveraging other
sources of funding.
Community Data Consortium
Community Impact
KFLA became the 18th social data consortium in Canada.
United Way administers the Community Data Consortium
which enables organizations in the region to access data
on a range of quality of life indicators. The Community
Data Consortium will ensure the community has access to
important data that helps facilitate change.
1. Community Investment Fund
There is an annual call for applications in the fall. City of
Kingston and United Way provide grants of up to $25,000.
2. Homelessness (HPS) Funds
United Way, as the community entity, is responsible for
distributing federal funding for homelessness. A volunteer
panel makes recommendations based on guidelines
and priorities established and recommended through a
Community Advisory Board.
Building Capacity in the
Voluntary Sector
United Way believes in strengthening the capacity of the
not-for-profit sector.
3. Strategic Initiatives
United Way works with community partners on
homelessness, poverty reduction and early development.
This is done through research, data collection, analysis
and community consultation. Strategic Initiatives funding
enables United Way to participate in local initiatives and
collaborative programs.
Volunteer Centre
We promote volunteerism through the United Way Volunteer
Centre. This enables not-for-profit organizations to access a
pool of volunteers and provides opportunities for volunteers
to lend their skills and expertise to local organizations.
Leadership Development Services
Helping Residents with Access to
Vital Services and Supports
We strengthen the voluntary sector by providing training
and workshops to local volunteers and boards of directors.
Our volunteer Leadership Development Services program
provides workshops and custom training sessions to non-profit
organizations throughout KFLA.
211
When you don’t know where to turn, 211 helps you find services
in our community. Calls are answered by trained information
specialists who assess each caller’s needs and link them to the
best available information or service.Since the launch of 211 in
the KFLA region in June 2010, more than 5,000 calls have been
answered annually.
IMPACT AREAS – By the Numbers
All That Kids
Can Be
24,699
18
21
Clients Served
Agencies
Programs
Healthy People,
Strong Communities
33,103
21
32
Clients Served
Agencies
Programs
From Poverty
to Possibility
16,329
9
16
Clients Served
Agencies
Programs
Total
74,131
48
69
Clients Served
Agencies
Programs
21
Investing in the Community
Providing Access to Services
and Supports
United Way Builds Capacity
in the Voluntary Sector
Professional staff and community volunteers review
agency submissions and make funding recommendations
to the United Way Board of Directors. This process
ensures that strong networks are available to help people
when they need it most.
We strengthen the voluntary sector by providing training
and workshops to local volunteers and boards of directors.
Our volunteer Leadership Development Services program
provides workshops and custom training sessions to nonprofit organizations throughout KFLA.
We work closely with frontline agencies, funders and
people with lived experience to identify gaps, challenges
and opportunities to collaborate on issues of concern
and in facilitating a better coordination of services to
avoid duplication.
In 2013, there were 3 customized workshops and
7 public workshops.
Risk Management
Financial Stewardship
Investment in the Community
Introduction to Roles and Responsibilities
United Way invests in programs that have a wide range
of impact. 74,131 clients benefitted from United Way
funded programs last year.
Building Community
Improving Workplace Relations
United Way’s Community Investment Fund supports
a network of agencies that provide vital programs to
thousands of people throughout the region – single
parents, abused women, young children and teenagers,
the elderly, the physically challenged, the homeless.
Best Practices in Charity Annual Reporting
Duties and Liabilities of Directors:
How to Protect Yourself
Total registrants in public workshops: 226
This base support of funding provides stability and allows
agencies the flexibility 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.
Recognizing the ever-changing needs of the community,
United Way offers grants to agencies. These grants
provide support, enabling agencies to respond to new
emerging needs and issues, often leveraging other
sources of funding.
Funding Distribution
by Impact Area
33%
All That Kids
Can Be
23%
From Poverty
to Possibility
22
Investing in the Community
44%
Healthy
People, Strong
Communities
Citizens Review Panel
volunteers review member
agency applications annually &
make recommendations to the
United Way Board of Directors.
2013 Citizens
Review Panel
Barbara Caldwell
Laurie Swinton
Panel Volunteers
Jack Cooper
Kristy Vandervelde
Sue Bates
Lisa Elliott
Claudia Verbakel
Jim Campbell
Mary Beth Gauthier
Claire Walker
Sao Connor
Teresa Graham
Andrew White
Lisa Elliott
Kera James
Sandi Wilde
Sheryl Ferguson
Joan Jardin
Brenda Willis
Michele Finney
Lesley Kelly
Panel Co-Chairs
Heather Lawton
Cindy Chappell
Trish MacInnes
Jeremy DaCosta
Lisa Marion
Mike DeGrace
Teresa Marrello
Martha Forkes
Philomena McClelland
Leanne O’Mara
Tanya McLaughlin
Natalie Sitt
Mary Beth Gauthier
Grant applications are
reviewed by a panel of
volunteers who make funding
recommendations to the
Board of Directors.
Shannon Glenney
Jessica Hoekstra
Kera James
Lesley Kelly
Lisa Marion
Teresa Marrello
Julie Pecek
2013 Community
Investment Fund
Angie Tingren-Watkins
Victoria Rauseo
Panel Chairs
Sheila Ortiz
Panel Volunteers
Mike Rodrigues
Peter Bacon
Rebecca Rappeport
Sue Bates
Tanya Rossa
Lucille Groll
Wendy Stuckart
Alexandra Blaine
Jody Savoie
Angie Tingren-Watkins
Claudia Verbakel
Kerri Brockman
Wendy Stuckart
Sandi Wilde
Andrew White
Leanne O’Mara
Impact Statements
569
women and their children
had a fresh start, free of violence
and abuse because they had access
to safe accommodation, counselling
and supports.
1,674
children and youth
gained confidence and self-esteem
through educational, social and
recreational after-school learning
programs.
3,300
of the most vulnerable people
in our community accessed meals,
groceries, household goods and daily
living items, helping to alleviate the
impact of poverty.
More impact statements, testimonials
and videos are available on our
website www.unitedwaykfla.ca
All That Kids Can Be
2013 Funded Agencies
Big Brothers Big Sisters Kingston,
Frontenac, Lennox & Addington
Boys and Girls Club of Kingston & Area
Community Living Kingston
Family and Children’s Services of
Frontenac, Lennox & Addington
Food Sharing Project
Girls Incorporated of Limestone
Algonquin and Lakeshore (Girls Inc.)
Joe Chithalen Music Lending Library
Katarokwi Native Friendship Centre
Our 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.
Our programs and initiatives for children and youth help them reach their
full potential. We focus on:
Kingston Community Health Centres –
Better Beginnings for Kingston
Children
KFL&A Public Health
Limestone Advisory for Child Care
Programs
North Frontenac Food Bank
Engagement in Learning
Pathways for Children and Youth
• Children and youth are ready to learn, do well in school
Pathways to Education Canada
Pladec Day Care Centre
• Youth make a healthy transition into adulthood
The Child Centre – Northern Frontenac
Community Services
Connectedness and Community Involvement
• Children and youth care about and get along with others, get involved,
take responsibility and lead
The Students Commission of
Canada – Y2K
Youth Diversion Program
Emotional and Physical Wellbeing
2013 Strategic Initiatives
• Children and youth believe in themselves, make healthy choices, can better
handle life’s challenges
Caring For Others
Success By 6
Better Beginnings For Kingston Children
“I have a 3 year old daughter and a newborn son. The supports I get from BBKC are truly remarkable. I could
not attend the infant group without the transportation support. I have struggled with post-partum depression
and it’s often been hard to get out of bed in the morning. The milk coupons and meals have been a true
blessing. I have been able to stretch my food dollar because of this support and it’s nice to eat a meal and
connect with other parents experiencing the same life challenges.”
24
All That Kids Can Be
Healthy People,
Strong Communities
2013 Funded Agencies
211
Almost Home
The Canadian Hearing Society
Canadian Mental Health Association
Canadian National Institute for the Blind
Epilepsy & Seizure Disorder Resource
Centre of Southeastern Ontario
Frontenac-Kingston Council on Aging
Hospice Lennox & Addington
Our 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.
Independent Living Centre Kingston
Our programs and initiatives help individuals and families, supporting personal
well-being and strengthening neighbourhoods in the following areas:
Kingston Literacy & Skills
K3C Community Counselling Centres
Kingston Interval House
Kingston Military Family Resource Centre
Lennox and Addington Interval House
Connection to Supports
Northern Frontenac Community Services
• Individuals and families are able to navigate support systems, are connected
and able to access services and supports they need and can create and maintain
supportive relationships and connections
March of Dimes Canada
Martha’s Table
Seniors Association
Neighbourhood and Community Engagement
Sexual Assault Centre Kingston
• Feel a sense of belonging and inclusion, get involved and act to positively
influence their community
Southern Frontenac Community Services
St. John Ambulance
Personal Wellbeing and Safety
• Individuals and families are able to live independently and make healthy
choices, have positive mental health and are able to deal with life’s challenges;
neighbourhoods are safer for all, especially victims of violence and abuse
CNIB – Independent Living Skills
“At first, I did everything I could possibly do to cover up that I was losing more vision every day. I gave up baking for my
family, going to church and social events. I was so nervous that I would embarrass myself. I became very depressed. Finally
my doctor suggested I contact CNIB. It took me almost 7 months before I could admit that I needed help. I attended a New
Horizons, New Dreams group and my life changed for the better almost immediately. A worker from CNIB also came to my
house and showed me how to do day to day things like cooking and sorting my laundry, even though I couldn’t see it very
well. Now I manage most things by myself, and I’m starting to feel so much better about myself and my future.” CNIB Client
25
Healthy People, Strong Communities
From Poverty to Possibility
2013 Funded Agencies
Dress for Success
Elizabeth Fry Society of Kingston
Kingston Community Health Centres
Kingston Home Base Non-Profit
Housing Inc.
Kingston Youth Shelter
Loving Spoonful
Outreach St. George’s Kingston
Ryandale Shelter for the Homeless
St. Vincent de Paul Society of Kingston
Our goal is to help people engage in their community by strengthening
neighbourhood revitalization efforts, reducing poverty, and improving access
to affordable housing.
Our programs and initiatives meet basic human needs and move people out of
poverty. We focus on:
Housing Stability
2013 Homelessness Partnering
Strategy Funding
Frontenac Community Mental Health
& Addiction Services
Kingston Community Legal Clinic
Kingston Home Base Non-Profit
Housing Inc.
• Individuals and families have access to emergency shelter, access safe, affordable
housing, have the resources to maintain safe and stable housing
2013 Strategic Initiatives
Food Security
Youth Homelessness
Poverty Reduction Initiative
• Individuals and families have access to affordable, nutritious food, and experience
decreased stress and life disruptions due to food insecurity
Employment and Financial Stability
• Individuals have family-sustaining, meaningful employment, are financially stable and
have access to affordable goods and services to support independence and stability
Ryandale – Emergency Shelter
Julia and Rick were expecting their second child when they lost the majority of their possessions and their
housing. Having no family in the area and no place else to go, they ended up at the Shelter with their young child.
Julia encountered difficulties with her pregnancy and needed medical care. The Shelter’s family unit provided
emergency accommodation and a separate space to function autonomously as a family. While staying in the family
unit, they were able to prepare their own family meals and were provided with the baby care items needed for their
one year old son. They were also able to access the medical care Julia required to maintain a healthy pregnancy,
find housing and access community resources to help them acquire clothing and household furnishings for their
new place. Thanks to the United Way’s funding towards the family unit Julia, Rick and their family were able to
recover from their losses, get the medical care Julia needed and find appropriate housing within the community.
26
From Poverty to Possibility
Funding Structure
BOARD OF DIRECTORS
PRESIDENT & CEO
COMMUNITY INVESTMENT STAFF
Community Impact
Committee Grants
•
Community
Investment Fund
(including City of
Kingston funds)
•
Partner Agency
Grants*
•
Success By 6
Grants*
Citizens Review
Panel Allocations to
Member Agencies
• All That Kids
Can Be
• Healthy People
Strong Communities
• From Poverty to
Possibility
* Earlier United Way distributed additional funds through
Success By 6 grants and Partner agency funding. The funding
process is streamlined and these are now incorporated into the
Community Investment grants and member agency funding.
Strategic Initiatives
(Operational)
• Homelessness Partnership
Strategy Fund (Service Canada)
• Poverty Reduction Initiative
Planning Process
• Mobilizing Local Capacity
to End Youth Homelessness
Planning Process
• Capacity Building - Volunteer
Centre, 211, Leadership
Development Services
Impact Statements
259
people improved
their literacy skills and gave themselves
the opportunity to earn more money
and enjoy a brighter future.
639
children and youth
between the ages of 9 and 18 were
able to make more appropriate
lifestyle choices because they received
counselling and intervention support
for substance use and addictions.
100
homeless youth and adults
learned to live independently
through supported, transitional
or permanent housing.
More impact statements, testimonials
and videos are available on our
website www.unitedwaykfla.ca
We’re Working Together to Identify
Root Causes and Facilitate Change
Our Community is a vital, vibrant place. Our most pressing
needs change from year to year. United Way works with
the community to identify issues that matter the most to
the people of KFLA, now and in the future.
Shared Community Plans
Poverty Reduction Initiative
Based on research and community consultation we know that
reducing poverty is critical to people in our community. The
United Way has worked with the City of Kingston and other
local organizations on a Poverty Reduction Initiative. This
coordinated strategy will improve quality of life while reducing
the impacts of poverty. Agencies, community members,
individuals with lived experience – all come together to work
on ways to reduce poverty.
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, frontline
agencies, all levels of government and people with lived
experience, creating opportunities to help individuals
experience the difference first hand.
Homelessness Partnering Strategy
Ending Youth Homelessness in KFLA
Over many years, the United Way has worked with community
partners on the issue of homelessness. In its role as the
Community Entity for Kingston, United Way facilitates
community planning, identifies priorities, coordinates and
supports a local Community Advisory Board.
One third of individuals in shelters are youth between the
ages of 15 and 24. To address this growing crisis and find
ways to end youth homelessness in the region, United Way is
developing a plan. With guidance from a Steering Committee
and input from Youth Out Loud Kingston, a local group
comprised of youth with lived experience, this plan will provide
ways for collective action in addressing the complex issue.
Planning & Research
Community Entity –
Homelessness Partnership Strategy
Success By 6 Reports
and Neighbourhood Mapping
Mapping Data by Neighbourhood
Poverty Reduction Initiative
Through analysis of GIS Data, we have identified seven highrisk neighbourhoods in KFLA. Using data from the Community
Profiles reports and the GIS Map, Success By 6 is working
on identifying issues in these neighbourhoods. By mapping
demographics and services, we will identify what is needed
and, as a result, work towards improved Early Development
Instrument (EDI) scores in these neighbourhoods.
Mobilizing Local Capacity
to End Youth Homelessness
28
We’re Working Together to Identify Root Causes and Facilitate Change
Community Advisory
Board (CAB)
As the Community Entity, United Way
of KFLA works with Service Canada to
distribute Homelessness Partnering
Strategy funds. A Community Advisory
Board guides these decisions providing
advice and input.
Jason Beaubiah
Lee Campbell
Terri Fleming
Marcia James
Christine Jewell
Elizabeth Kenney
Sheldon Laidman
Duncan McGregor
Darlene Medhurst
Allen Prowse (Chair)
Robert Rittwage
Malika Seguin
Chris Stafford
Staff
Kim Hockey
Bhavana Varma
Poverty Reduction Initiative
The Poverty Reduction Initiative is led
by the City of Kingston and United
Way of KFLA. Five working groups are
coordinated by the City, United Way and
Kingston Community Health Centres.
The Steering Committee is made up
of the co-chairs of the working groups,
representatives from the coordinating
and community organizations.
Steering Committee
Tina Bailey
Linda Cassidy
Anne Chiarelli
Daren Dougall
Debbie Gillis
Ann Harmsen
Kim Hockey
Lanie Hurdle
Adele LaFrance
Sheldon Laidman
Julie Langan
Elaine Lewis
Kim Londsdale
Helen Mabberly
Delina MacDonald
Dr. Kieran Moore
Viviane Paquin
Hersh Sehdev
Mara Shaw
Brenda Slomka
Bonnie Sweet
Bhavana Varma
Youth Homelessness
Steering Committee
The Youth Homelessness Steering
Committee provides guidance and
input, guiding the development of a
plan to end youth homelessness in
KFLA. Input is also sought from Youth
Out Loud Kingston, a youth planning
arm of the committee.
Jason Beaubiah
Lesley Benderavage
Darlene Bolger
Raly Chakarova
Daren Dougall
Tara Everitt
Christine Herron
Kim Hockey
Diane Irwin
Mehroon Kassam
Sheldon Laidman
Joanne Maltby
Colleen McAllister-Lacombe
Darlene Medhurst
Janice Minard
Leesa Owram
Brittney Taylor
Bhavana Varma
John Vince
GIS Mapping Project
Steering Committee
Based on data, the GIS Mapping
Project has identified seven highrisk neighbourhoods. The Steering
Committee provides the expertise to
map data on a GIS system, hosted by
the City of Kingston.
Paul Belanger
Candice Christmas
Laurie Dixon
Kevin Farrell
Suzanne Fegan
Phil Healey
Kim Hockey
Megan Hughes
Brian Mosley
Steve Orme
William Reginold
Bhavana Varma
Connie Wowk
Engaging Future
Generations
Early Start: Civic Engagement
Success By 6
Caring for Others
What is Success By 6?
In 2013, United Way continued its Caring For Others initiative.
Geared to grade 4 students, the program teaches children the
concept of caring and how they too can have an impact on
their community. During this second year, 19 volunteers visited
21 schools in both the Limestone District School Board and
Algonquin Lakeshore Catholic District School Board making
presentations in 30 classrooms to approximately 800 students
showing them how they can make a difference in the lives
of others. This is an increase from 2012 where 16 volunteers
visited 19 schools.
Success By 6 is a United Way initiative that aims to help
improve the lives of our youngest children by supporting
organizations that work with young children age 0 to 6 years.
Success By 6 is based on the idea that it takes a village to raise
a child and that we all have a role to play in ensuring that every
child has a chance to succeed early in life. By investing in young
children, their parents and caregivers, we dramatically increase
our children’s chances for a healthy and successful future.
Caring for Others Volunteers
Elizabeth Bardon
Josée Houde
Janice Barling
Margaret McGowan
Roland Billings
Keri Messenger
Carol A. Cartier
Gord Mitchell
Success By 6 Week is a fun-filled week of events and activities
designed with the youngest members of our community
in mind. Success By 6 Week is designed to heighten public
awareness of the importance of early-years development and
provide opportunities for young children, their families and
caregivers to Take the time, make the moments matter™. In
2013 we had a record number of activities provided by local
businesses and organizations.
Patricia Doyle
Dawn Sadler
Michelle Fortin
Natalie Sitt
There were over 140 free, fun opportunities offered to
Meghan Gagnon
Wendy Stuckart
children 0-6, compared to 100 activities in 2012.
Réjean Gagnon
Ann Udall
Julia Hobson
Sandi Wilde
Tracy Holland
2013 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
KFLA a child-friendly
community.
Algonquin & Lakeshore
Catholic District School
Board, Jody DiRocco
Ambassador Conference
Resort, Venicio Rebelo
Assurant Solutions,
Kathy Burke (Past Chair)
Bank of Montreal,
Lloyd Fleming
Frontenac Children’s Aid
Society, Stephen Doig
Hotel Dieu Hospital,
Elizabeth Bardon
J.E. Agnew Food Services
Ltd., Leanne O’Mara
(Past Co-Chair)
KFLA Public Health, Dr. Ian
Gemmill (Past Chair)
KFLA Public Health,
Kris Millan
Kingston General Hospital,
Leslee Thompson
Kingston Police,
Chief Gilles LaRochelle
Kingston Police, Deputy
Chief Antje McNeely
Limestone District School
Board, Brenda Hunter
Bell Media Kingston,
Greg Hinton
McDonald’s Restaurants of
Greater Kingston & Area,
Karen Sutherland
Canadian Forces Base
Kingston, Colonel François
Chagnon
Ministry of Children &
Youth Services, Lesley
Benderavage
City of Kingston, Desirée
Kennedy (Past Chair)
Ministry of Education,
Rachelle Blanchette
City of Kingston,
Lanie Hurdle
Ongwanada Resource
Centre, Robert Seaby
Correctional Regional
Headquarters,
Lori MacDonald
Providence Care,
Dale Kenney
Correctional Regional
Headquarters, Stephen
Hogan
Corus Entertainment
Incorporated, Michael
Harris
Corus Entertainment
Incorporated, JJ Johnson
Queen’s University,
Dr. Daniel Woolf
Queen’s University,
Caroline Davis
RBC Royal Bank, Carrie Batt
(Co-Chair)
Rogers Radio Group
Kingston, Danny Kingsbury
County of Frontenac, Marion
VanBruinessen
Royal Military College,
Brigadier-General A.D.
Meinzinger
County of Lennox &
Addington, Larry Keech
St. Lawrence College,
Glenn Vollebregt
E.I. Dupont Canada
Company, David Yake
Sun Media, Liza Nelson
Empire Life, Les Herr
TD Canada Trust,
Sabrina Del Degan
Frontenac Children’s Aid
Society, Steve Woodman
United Way of KFLA,
Bhavana Varma
31
Engaging Future Generations
2013 Success By 6
Ending Youth Homelessness
“Making KFLA Child-Friendly” Committee
Youth Out Loud Kingston (YOLK)
The Success By 6 “Making KFLA Child-Friendly Committee”
is composed of community individuals who work together
every year to plan the annual Success By 6 Week, ensuring
free events are available to children and their caregivers
throughout KFLA.
Youth Out Loud Kingston is a youth-led initiative seeking to
identify solutions to the root causes of youth homelessness
in Kingston. A Youth Planning Committee was formed with
youth, including those with lived experience. Members of this
committee worked with Steering Committee representatives
to organize the first Youth Forum.
2013 Success By 6 Week
Julie Brown
Lesley Benderavage
United Way Next Gen
Jen Cameron
Justin Chenier
Michael Curtis
Brian Dodo
Mike Dwyre
Eric Galarneau
United Way Next Gen
Bonnie Golomb
The United Way Next Gen initiative focuses on developing
a community of younger stakeholders, in their twenties
and thirties, encouraging them to invest their time, energy
and money in the community through the United Way.
This initiative creates opportunities for future leaders to
participate in the community and empowers them to support
and advance the impact of the United Way locally.
Danny Kingsbury
Mary-Jane McLaughlin
Leanne O’Mara
Mike Reid
Karen Sutherland
Angélique Tamblyn
In 2013 the Next Gen volunteers hosted
Calvin White
three successful events, raising over $17,000.
Staff
Kim Hockey
Melanie McCormack
$5,300
Masquerade
$8,500
Sociable
$3,855
Score 4 United Way
Hockey Game
Bhavana Varma
Youth Volunteerism
Change the World – Ontario Youth
Volunteer Challenge
Change the World – Ontario Youth Challenge partners with
Volunteer Centres across the province to encourage high school
students to volunteer in their own community. During our second
year of participation, in 2013, the United Way Volunteer Centre
supported high schools across the KFLA region to record 8,182
volunteer hours by 1,812 youth over a 4 week period. These
amazing results surpassed our local target of 1,000 youth
volunteering for 3,000 hours, and the 2012 event results of 2,498
volunteer hours logged by 834 youth over a 3 week period.
32
Engaging Future Generations
(a brand new event)
(their signature event)
Get Involved
Next Gen Cabinet
Day of Caring
Co-chairs: Erin Nolan & Jennifer Goodwin
United Way Day of Caring helps connect and engage
workplace volunteers. Employees from local workplaces head
out to agencies in KFLA. It’s a win-win for all – agencies get
much needed work completed and volunteers get to learn
about their community through a hands-on experience and
team-building. This popular teambuilding opportunity is a
great way to engage employees and help the community.
Erin Allen
Melissa MacAulay
Rob Howard
Kristin Moore
David Illingworth
Rob Raike
Monica Lapajne
Shawn Whalen
James Ligthart
180
Awareness
23
Speakers Bureau
The Speakers Bureau puts a human face to the United Way and
shares success stories that demonstrate the impact of United
Way funded programs. Invite a speaker to your workplace
or event, learn more about how your support changes lives,
helping children, families, individuals right here in KFLA.
52
242
Volunteers
Projects
Day of Caring Committee
Chair: Michele Finney
Number of Speakers
Number of Presentations
Dana Bell
Rob Raike
Allyn Boyle
Maggie Stevens
Rachel Brace
Tom Tinney
Terri Fraser
Joanne Webb
Tammy Keuhn
An increase in the number of speaking engagements from the
previous year (45 speakers at 229 workplaces in 2012).
Labour Community Advocate
A partnership between the United Way and the Kingston
and District Labour Council, the Labour Community
Advocate training helps workers to find effective solutions
and community support for issues outside the scope of their
collective agreements.
Seeing is Believing
Engagement
The ‘Seeing is Believing’ bus tour takes volunteers and donors
behind the scenes to see first-hand the impact of their donations
in the community as they visit local agencies and programs.
Participants get a chance to meet the frontline workers who
deliver the programs and those who benefit from the services,
while learning about the issues that impact people in KFLA.
Annual Campaign
Every year, thousands of volunteers come together to raise
funds for services that benefit their family, friends and
neighbours. The United Way annual campaign is the largest
community organizing effort, helping thousands of people
through collective action, raising funds that will then be
invested in local programs.
In 2013, four bus tours were organized thanks to the Boys
& Girls Club, McCoy Bus Service and Kingston Transit,
who provided the buses. In addition, 12 custom tours were
organized. In total, 210 people participated in the tours.
33
Get Involved
2013 Volunteers Grow Community Award Recipients
Volunteer
Katie Day, youth recipient
Nominated by Little Cataraqui Conservation Area & Bayridge
Secondary School
Fei Que, youth recipient
Nominated by Pathways to Education
Joseph Babcock
Nominated by HIV/AIDS Regional Services
Volunteer Centre
Ed Grenda
Nominated by Adam Grenda
Not-for-profit organizations from across the region come
to the United Way Volunteer Centre with their volunteer
opportunities and we make them available to volunteers like
you, with time and talent to share. Let the Volunteer Centre
help you get started on the road to a fulfilling volunteer
experience.
William “Bill” Hackett
Nominated by Youth Diversion Program
Cindy Mills
Nominated by spouse and business partner Mike McKale
Volunteer Advisory Committee
James Brown
Volunteer Centre by the Numbers
288
88
4,303
Jacquie Costron
Kim Frankland
Volunteer Opportunities
Jackie Franklin
Jennifer Sawyer
Local Organizations Assisted
Tom Wightman
Number of Online Enquiries
An increase over the previous year (200 volunteer
opportunities, assisting 54 local organizations).
Volunteers Grow Community
At a special recognition and awards breakfast sponsored
by Investors Group during National Volunteer Week, world
renowned keynote speaker and co-founder of Free the
Children, Craig Kielburger inspired a capacity crowd at the
K-Rock Centre, celebrating volunteers and their significant
contribution to our community.
Later that afternoon, Craig spoke over 1,000 students from
schools across KFLA at Regiopolis-Notre Dame Catholic
Secondary School, motivating them to find their passion and
use their talents to make a difference in their community. His
equation was simple, yet profound: Spark + Gift = Better World
34
Get Involved
2013
Financial Report
Year ended December 31, 2013
36
37
Independent Auditors’ Report
Financial Statements
37
38
39
40
41
Statement of Financial Position
Statement of Operations
Statement of Changes in Net Assets
Statement of Cash Flows
Notes to Financial Statements
50
Administration, Fundraising & United Way
Program Expenses – Schedule 1
51
Community Impact Initiatives – Schedule 2
Independent Auditors’ Report
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 financial statements.
To the Members of United Way of KFLA
We have audited the accompanying financial statements of
United Way of KFLA (formerly United Way serving Kingston,
Frontenac, Lennox & Addington), which comprise the statement
of financial position as at December 31, 2013, the statements
of operations, changes in net assets and cash flows for the year
then ended, and notes, comprising a summary of significant
accounting policies and other explanatory information.
We believe that the audit evidence we have obtained in
our audit is sufficient and appropriate to provide a basis for
our audit opinion.
Basis for Qualified Opinion
Management’s Responsibility
for the Financial Statements
In common with many charitable organizations, United Way
of KFLA derives revenue from donations, the completeness
of which is not susceptible to satisfactory audit verification.
Accordingly, our verification of these revenues was limited
to the amounts recorded in the records of the entity and
we were not able to determine whether, as at and for the
years ended December 31, 2012 and December 31, 2013,
any adjustments might be necessary to campaign revenue,
excess of revenue over expenses, current assets and
changes in net assets.
Management is responsible for the preparation and fair
presentation of these financial statements in accordance
with Canadian accounting standards for not-for-profit
organizations, and for such internal control as management
determines is necessary to enable the preparation of
financial statements that are free from material misstatement,
whether due to fraud or error.
Auditors’ Responsibility
Qualified Opinion
Our responsibility is to express an opinion on these financial
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 financial statements
are free from material misstatement.
In our opinion, except for the possible effects of the matter
described in the Basis for Qualified Opinion paragraph, the
financial statements present fairly, in all material respects, the
financial position of United Way of KFLA as at December 31,
2013, and its results of operations and its cash flows for the
year then ended, in accordance with Canadian accounting
standards for not-for-profit organizations.
An audit involves performing procedures to obtain audit
evidence about the amounts and disclosures in the financial
statements. The procedures selected depend on our
judgment, including the assessment of the risks of material
misstatement of the financial statements, whether due to
fraud or error. In making those risk assessments, we consider
internal control relevant to the entity’s preparation and fair
presentation of the financial statements in order to design
audit procedures that are appropriate in the circumstances,
but not for the purpose of expressing an opinion on the
Chartered Accountants, Licensed Public Accountants
Kingston, Canada | April 17, 2014
36
Independent Auditors’ Report
Statement of Financial Position
United Way of KFLA
DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
2013
2012
ASSETS
CURRENT ASSETS
$
Cash
545,485
$
672,707
Short-term investments (note 2)
860,910
513,279
Pledges receivable (note 3)
Accounts receivable
294,916
38,353
235,256
23,513
8,583
9,655
1,748,247
1,454,410
2,082,887
2,113,577
Prepaid expenses
LONG-TERM INVESTMENTS (note 4)
43,653
CAPITAL ASSETS (note 5)
51,194
$
3,874,787
$
3,619,181
$
590,431
$
490,179
LIABILITIES & NET ASSETS
CURRENT LIABILITIES
Accounts payable and accrued liabilities (note 6)
Monies held in trust (note 7)
Deferred contributions non-campaign
Deferred campaign revenue (note 8)
Deferred endowment revenue
5,150
–
109,222
104,580
1,759,043
1,558,871
10,100
10,100
2,473,946
2,163,730
203,924
189,509
43,653
51,194
NET ASSETS
Invested in 417 Bagot Group (note 4)
Invested in capital assets (note 9)
Reserves (note 10)
455,167
455,167
Endowment
596,922
585,422
Unrestricted
101,175
174,159
1,400,841
1,455,451
Commitments (note 14)
$
See accompanying notes to financial statements.
On behalf of the Board of Directors:
37
Statement of Financial Position
3,874,787
$
3,619,181
Statement of Operations
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
2013
2012
REVENUE
$
Campaign revenue (note 11)
Funds transferred from other United Ways
Funds transferred to other United Ways
Community special events
Gross campaign revenue
Pledge loss (note 12)
Net campaign revenue
Areas of service designations (note 13)
Donations and other revenue
Investment income
Program grants
Homeless partnership strategy grant
3,350,154
$
3,317,901
30,027
21,675
(33,842)
(28,090)
97,114
107,738
3,443,453
3,419,224
(46,104)
(36,347)
3,397,349
3,382,877
180,312
175,934
42,553
63,393
155,112
68,628
22,989
24,695
171,831
222,949
3,970,146
3,938,476
EXPENSES
Allocations and programs
Communications and awareness project
United Way dues and shared costs
17,119
15,578
26,944
25,567
699,990
577,324
1,860,159
1,891,448
Homelessness partnership strategy grant
171,831
222,949
United Way programs (schedule 1 and 2)
664,068
568,140
3,440,111
3,301,006
Donor choice designations
Program grants
Operations
Community special events
Fundraising (schedule 1)
Investment management fee
EXCESS OF REVENUE OVER EXPENSES
(expenses over revenue) BEFORE THE UNDERNOTED
INCOME FROM JOINT VENTURE
$
EXCESS OF REVENUE OVER EXPENSES (expenses over revenue)
See accompanying notes to financial statements.
38
Statement of Operations
69,640
32,871
533,767
475,849
7,153
5,945
4,050,671
3,815,671
(80,525)
122,805
14,415
10,576
(66,110)
$
133,381
Statement of Changes in Net Assets
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
Invested in
417 Bagot
Group
Balance, beginning of year
$
Excess of revenue over expenses
(expenses over revenue)
189,509
Invested
in capital
assets
Reserves
(note 9)
(note 10)
$
51,194
$
Restricted
for
endowments
455,167
$
585,422
Unrestricted
$
174,159
2013 Total
$
2012 Total
1,455,451
$
1,319,070
14,415
(13,764)
–
–
(66,761)
(66,110)
133,381
Endowment contributions
–
–
–
11,500
–
11,500
3,000
Net change in investment
in capital assets (note 9)
–
6,223
–
–
(6,223)
–
–
203,924
$ 43,653
BALANCE, END OF YEAR
$
$
455,167
See accompanying notes to financial statements.
39
Statement of Changes in Net Assets
$
596,922
$
101,175
$
1,400,841
$
1,455,451
Statement of Cash Flows
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
2013
2012
CASH PROVIDED BY (USED FOR)
OPERATING ACTIVITIES
$
Excess of revenue over expenses (expenses over revenue)
(66,110)
$
133,381
Items which do not involve cash:
13,764
Amortization of capital assets
23,038
Change in non-cash working capital:
Pledges receivable
(59,660)
14,878
Accounts receivable
(14,840)
16,708
1,072
5,215
100,252
(48,932)
Monies held in trust
5,150
(190,000)
Deferred contributions non-campaign
4,642
62,652
Prepaid expenses
Accounts payable and accrued liabilities
200,172
(3,914)
184,442
13,026
11,500
3,000
Purchase of capital assets
(6,223)
(11,748)
Decrease (increase) in long-term investments
30,690
(1,346,753)
24,467
(1,358,501)
220,409
(1,342,475)
1,185,986
2,528,461
Deferred campaign revenue
FINANCING ACTIVITIES
Endowment contributions
INVESTING ACTIVITIES
INCREASE (DECREASE) IN CASH
CASH, BEGINNING OF YEAR
CASH, END OF YEAR
$ 1,406,395
$
1,185,986
$
$
672,707
REPRESENTED BY:
Cash
545,485
Short-term investments
860,910
CASH, END OF YEAR
$ 1,406,395
See accompanying notes to financial statements.
40
Statement of Cash Flows
513,279
$
1,185,986
Notes to Financial Statements
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
Restricted contributions other than endowment contributions
are recognized as revenue in the year in which the related
expenses are recognized.
United Way of KFLA is a not-for-profit organization
incorporated without share capital under the laws of Ontario.
United Way of KFLA’s services are provided to the Kingston,
Frontenac, Lennox & Addington community. United Way of
KFLA is a registered charity under the Income Tax Act and
accordingly is exempt from income taxes, provided certain
requirements of the Income Tax Act are met.
Endowment contributions are recognized as direct increases
in endowment net assets.
Restricted investment income is recognized as revenue
in the year in which the related expenses are recognized.
Unrestricted investment income is recognized as revenue
when earned.
United Way of KFLA’s mission is to build and strengthen
the community by bringing people and resources together to
facilitate change. United Way of KFLA’s vision is a future where
people are self-sufficient in a community where individuals live
with hope, dignity and a sense of belonging.
(b) Capital assets:
Purchased capital assets are recorded at cost. Contributed
capital assets are recorded at fair value at the date of
contribution. Repairs and maintenance costs are charged to
expense. Betterments which extend the estimated life of an
asset are capitalized. When a capital asset no longer contributes
to United Way of KFLA’s ability to provide services, its carrying
amount is written down to its residual value.
1. Significant accounting policies:
The financial statements have been prepared by
management in accordance with Canadian Accounting
Standards for Not-For-Profit Organizations in Part III of
CPA Canada Handbook – Accounting.
(a) Revenue recognition:
Capital assets are amortized on a straight-line basis using
the following annual rates:
United Way of KFLA uses the deferral method of accounting
for contributions for not-for-profit organizations.
RATE
United Way of KFLA conducts a public campaign for funds
during the last quarter of each calendar year in order to
fund programs and to identify and work on issues for the
subsequent fiscal year. Accordingly, campaign revenue of
the current year is deferred to the subsequent fiscal year.
All allocations that are scheduled to be disbursed more than
twelve months after the current year-end are financed from
the subsequent year’s campaign.
Furniture and equipment
20% diminishing balance basis
or 10 years straight-line basis
Telephone system
30% diminishing balance basis
Computer equipment
Computer software
Leasehold improvements
Pledges receivable at the end of the year reflect amounts
outstanding from the preceding campaign, less an allowance
for pledge losses. Allowances are provided for amounts
estimated to be uncollectible. United Way of KFLA’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.
30% diminishing balance basis
or 2 to 3 years straight-line basis
2 years straight-line basis
10 years straight-line basis
(c) Contributed services:
Volunteers contribute a substantial number of hours each
year to assist United Way of KFLA in carrying out its
activities. Because of the difficulty of determining the fair
value, contributions of such services are not recognized in
the financial statements.
Other unrestricted contributions are recognized as revenue
in the year received or receivable if the amount to be received
can be reasonably estimated and collection is reasonably
assured. Primary sources of other unrestricted contributions
recognized as revenue during the year are funds transferred
to and from other United Ways, community special events,
areas of service designations, investment income and grants.
United Way of KFLA receives gifts in kind from some
donors, primarily for campaign costs of printing, supplies
and public relations. These amounts are excluded from
revenue and expenses.
41
Notes to Financial Statements
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
Transaction costs incurred on the acquisition of financial
instruments measured subsequently at fair value are expensed
as incurred. All other financial instruments are adjusted by
transaction costs incurred on acquisition and financing costs,
which are amortized using the straight-line method.
(d) Use of estimates:
The preparation of the financial statements requires
management to make estimates and assumptions that affect
the reported amounts of assets and liabilities at the date of
the financial statements, and the reported amounts of revenue
and expenses during the year. Actual results could differ from
those estimates. These estimates are reviewed annually and
as adjustments become necessary, they are recognized in the
financial statements in the period in which they become known.
Financial assets are assessed for impairment on an annual
basis at the end of the fiscal year if there are indicators of
impairment. If there is an indicator of impairment, United Way
of KFLA determines if there is a significant adverse change in
the expected amount or timing of future cash flows from the
financial asset. If there is a significant adverse change in the
expected cash flows, the carrying value of the financial asset
is reduced to the highest of the present value of the expected
cash flows, the amount that could be realized from selling the
financial asset or the amount United Way of KFLA expects
to realize by exercising its right to any collateral. If events
and circumstances reverse in a future period, an impairment
loss will be reversed to the extent of the improvement, not
exceeding the initial carrying value.
(e) Financial instruments:
Financial instruments are recorded at fair value on initial
recognition. Equity instruments that are quoted in an
active market are subsequently measured at fair value.
All other financial instruments are subsequently recorded
at cost or amortized cost, unless management has elected
to carry the instruments at fair value. United Way of KFLA
has elected to carry all of its short-term investments and
all of its long-term investments, excluding the investment
in a joint venture, at fair value.
2. Short-term Investments
2013
$
Royal Premium Money Market Fund
RBC Guaranteed Investment Certificate - 0.80% maturing in December 2013
RBC Guaranteed Investment Certificate - 1% maturing in December 2014
$
60,910
2012
$
309,659
–
203,620
800,000
–
860,910
$
513,279
3. Pledges Receivable
2013
$
2012 Campaign
339,934
2012
$
–
2011 Campaign
14,982
295,256
Less allowance for pledge losses
60,000
60,000
$
42
Notes to Financial Statements
294,916
$
235,256
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
4. Long-term Investments
(a) United Way of KFLA has a one-third interest in a joint venture, the 417 Bagot Group (“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 reflects the net income or loss of the Group for the year ended December 31, 2013.
The following information represents United Way of KFLA’s proportionate share of the assets, liabilities, revenue, expenses, excess
of revenue over expenses and cash flows in this joint venture:
2013
2012
Assets
$
Cash
20,375
$
2,046
Accounts receivable
Due from related parties
Capital assets
$
12,963
2,780
2,109
2,760
203,715
212,489
228,245
$
3,808
$
230,992
Liabilities and co-tenants’ equity
$
Accounts payable and accrued liabilities
20,513
Long-term debt
203,924
Co-tenants’ capital
4,210
37,274
189,508
$
228,245
$
$
54,067
$
230,992
52,073
Excess of revenue over expenses
Revenue
Expenses
39,652
$
41,497
14,415
$
24,173
$
10,576
Cash provided by (used in)
$
Operating activities
16,531
Financing activities
(16,761)
(16,633)
Investing activities
–
(8,211)
There are no significant differences in accounting policies between 417 Bagot Group and United Way of KFLA. The amount
reported as long-term investment on the Statement of Financial Position is determined as follows:
2013
$
Contributions since commencement
146,086
2012
$
57,838
Gain in earnings since commencement
$
43
Notes to Financial Statements
203,924
146,086
43,423
$
189,509
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
The three participants in the joint venture are jointly and severally liable for a mortgage on the property. As at December 31, 2013,
the principal balance of the mortgage was $61,538 (2012 - $111,821).
(b) Endowment assets:
2013
$
Mutual funds
2012
1,195,185
$
1,317,018
683,778
Investments held with the Community Foundation for Kingston & Area
$
607,050
1,878,963
$
1,924,068
5. Capital Assets
Cost
Furniture and equipment
$
Telephone system
Accumulated
amortization
77,725
$
66,821
2013 Net book
value
$
2012 Net book
value
10,904
$
13,165
36,146
36,146
–
127,509
124,385
3,124
3,212
Computer software
67,961
39,378
28,583
33,150
Leasehold improvements
8,999
7,957
1,042
Computer equipment
$
318,340
$
274,687
$
43,653
139
1,528
$
Cost and accumulated amortization of capital assets at December 31, 2012 amounted to $312,118 and $260,924 respectively.
44
Notes to Financial Statements
51,194
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
6. Accounts Payable and Accrued Liabilities
2013
$
Accounts payable and accrued liabilities
95,860
2012
$
466,071
28,500
Donor designations
Grants payable
$
590,431
49,079
411,100
30,000
$
490,179
Included in accounts payable and accrued liabilities are government remittances payable of $1,030 (2012 - $1,123), which includes
amounts payable for HST and payroll-related taxes.
7. Monies Held in Trust
In 2007, United Way of KFLA entered into a contract with the Corporation of the City of Kingston ( “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 fulfillment of conditions of each grant.
2013
$
Opening balance
–
2012
$
190,000
(184,850)
Receipts
Disbursements
Ending balance
$
5,150
190,000
–
(190,000)
$
8. Deferred Campaign Revenue
Pursuant to the accounting policy, campaign revenue relating to the 2013 campaign has been deferred to 2014 and will be used
to fund allocations to agencies during that year.
45
Notes to Financial Statements
–
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
9. Invested in Capital Assets
(a) Investment in capital assets is calculated as follows:
2013
$
Capital assets
43,653
2012
$
51,194
(b) Change in net assets invested in capital assets is calculated as follows:
2013
2012
Excess of revenue over expenses:
Amortization of capital assets
$
(13,764)
$
(23,038)
$
6,223
$
11,748
Net change in investment in capital assets:
Purchase of capital assets
10. Reserves
Reserves consist of:
2013
$
Contingency Reserve Fund
130,000
2012
$
325,167
United Way Agency Funding Reserve
Ending Balance
$
455,167
130,000
325,167
$
455,167
(a) Contingency Reserve Fund:
In accordance with policy, the balance in the reserve is to be maintained at a maximum of 10% 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 United Way of KFLA’s Board of Directors.
(b) United Way Agency Funding Reserve:
In accordance with policy, the balance in the reserve fund is to be maintained at a maximum of $300,000 or three months of
funding whichever is greater. United Way Agency Funding Reserve funds are internally restricted and are intended for agency
allocation purposes, to be accessed only after formal approval by United Way of KFLA’s Board of Directors.
46
Notes to Financial Statements
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
11. Direct Expenses in Revenue
United Way of KFLA has netted direct expenses related to specific events that are run by United Way of KFLA against revenue.
The total direct expenses included in revenue on the Statement of Operations are as follows:
Events revenue
Campaign revenue
$
Direct expenses
45,112
$
2013 Net
27,389
$
2012 Net
17,723
$
8,013
12. Pledge Loss
2013
Pledge loss – current year campaign
$
(60,000)
$
(46,104)
2012
$
(60,000)
$
(36,347)
13,896
Pledge loss – recovery of prior year’s campaign
23,653
13. Areas of Service Designations
The amount of $180,312 (2012 - $175,932) represents designations to areas of service through the Campaign 2011 Donor Choice
program. These designations were collected through payroll pledge received through the calendar year 2012, and were paid out
during the 2013 process of determining agency allocations.
14. Commitments
United Way of KFLA 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 $3,505
which are expected to increase to $4,751 starting in July 2014, and
has no predetermined expiration date.
United Way of KFLA leases a postage machine for $635 per
quarter expiring September 20, 2018. United Way of KFLA leases a
Xerox centralized print/fax/scanner for $848 per quarter expiring
August 31, 2016.
The minimum annual lease payments for the next
five years are as follows:
2014
$
62,946
2016
62,099
2017
59,556
2018
1,904
$
15. Related Party Transactions
United Way of KFLA has a one third interest in a joint venture, the 417 Bagot Group, as detailed in note 4 to these financial
statements. United Way of KFLA rents premises from the joint venture as disclosed in note 14.
These transactions are in the normal course of operations and are measured at the exchange amount, being the amount of
consideration established and agreed to by the relevant party.
47
Notes to Financial Statements
55,486
2015
241,991
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
16. Employer-Employee Group Plan
United Way of KFLA is a participant in a group registered retirement savings plan. United Way of KFLA contributes, on behalf of
each eligible employee, an amount equal to the employee’s contribution to a maximum of 5% earnings. During the year, United
Way of KFLA expensed $28,777 (2012 - $24,933) under this group registered retirement savings plan arrangement.
17. Financial Risks and Concentration of Risk
As a result of holding financial instruments, United Way of KFLA is exposed to investment risk, market risk, interest risk and credit
risk. The following is a description of those risks and how United Way of KFLA 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. United Way of KFLA
mitigates these risks with an investment policy designated 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 specific entities which issue the securities. The value of fixed 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.
(c) Credit risk:
Credit risk refers to the risk that a counterparty may default on its contractual obligations resulting in a financial loss. United Way of
KFLA is exposed to credit risk with respect to the pledges receivable, short-term investments and certain of its long-term investments.
United Way of KFLA assesses, on a continuous basis, pledges receivable, short-term investments and certain of its long-term
investments and provides for any amounts that are not collectible. United Way of KFLA has provided for certain pledges receivable
as disclosed in note 3. United Way of KFLA has determined that there is no impairment to the accounts receivable or the relevant
investment balances as at December 31, 2013.
18. Re-allocation of Administration Expenses
General management and administrative expenses are re-allocated between fundraising expenses, program expenses, and
Community Impact Initiatives Fund expenses based on the organization’s budget allocation at the beginning of the year in which the
administrative expenses are incurred.
2013
2012
Fundraising
46%
37%
Program
23%
32%
Community impact initiatives fund
31%
31%
100%
100%
48
Notes to Financial Statements
Notes to Financial Statements (continued)
United Way of KFLA
YEAR ENDED DECEMBER 31, 2013
19. Management of Capital
United Way of KFLA defines its capital as the amounts included in its net assets.
Contributions restricted for endowment consist of externally restricted donations received by United Way of KFLA. The
endowment principal is required to be maintained intact. The investment income must be used in accordance with the various
purposes established by the donors. United Way of KFLA ensures, as part of its fiduciary responsibilities, that all funds received
with a restricted purpose are expended for the purpose for which they were provided.
United Way of KFLA manages the net asset structure and makes adjustments in light of changes in economic conditions and the
risk characteristics of the underlying assets.
United Way of KFLA’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 benefits and services to its beneficiaries and stakeholders. A portion of United Way of
KFLA’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 Significant Accounting Policies under revenue recognition and in note 10
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 out the year.
Management and the Board of Directors carefully considers fundraising campaigns, grants, sponsorship and investment income to
ensure that sufficient funds will be available to meet United Way of KFLA’s short and long-term objectives.
United Way of KFLA monitors its financial performance against an annual budget. In the event that revenue declines, United Way of
KFLA will budget for reduced distributions and reduced operational expenses.
20. Subsequent Event
Subsequent to year end, one of the agencies in the joint venture to own and manage 417 Bagot Group committed to selling
its shares that closed on April 15, 2014. Upon the purchase of the agency’s shares, the United Way of KFLA owns 50% of
417 Bagot Group.
49
Notes to Financial Statements
Administration, Fundraising
& United Way Program Expenses
United Way of KFLA
Schedule 1
YEAR ENDED DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
Administration
Fundraising
Programs
2013 Total
2012 Total
Direct costs:
Salaries and benefits
$
Other direct costs
Amortization of capital assets
General office
Occupancy costs
Total expenses before reallocation
of administrative expenses and cost
recovery of donor choice designations
Reallocation of administrative expenses
Cost recovery of donor choice
designations
Total expenses
$
114,812
$
342,706
$
192,704
$
650,222
$
608,403
51,484
99,888
18,450
169,822
148,145
166,296
442,594
211,154
820,044
756,548
23,038
13,764
–
–
13,764
801
2,732
1,482
5,015
2,362
4,524
15,918
8,956
29,398
31,716
185,385
461,244
221,592
868,221
839,231
(185,385)
85,276
42,639
(57,470)
(56,185)
–
(12,753)
–
(12,753)
(12,097)
–
$
533,767
$
264,231
50
Administration, Fundraising & United Way Program Expenses
$
797,998
$
770,949
Community Impact Initiatives
United Way of KFLA
Schedule 2
YEAR ENDED DECEMBER 31, 2013, WITH COMPARATIVE INFORMATION FOR 2012
FOR THE YEAR ENDED DECEMBER 31
2013
%
2012
%
Direct costs:
Success by Six
$
65,050
19.0
$
56,000
23.1
Leadership Development Volunteer Centre
92,439
27.0
87,030
35.9
Homelessness
51,355
15.0
31,030
12.8
211 Program
17,118
5.0
12,363
5.1
–
0.0
24,969
10.3
116,405
34.0
31,030
12.8
342,367
100.0
242,422
100.0
Action for Neighbourhood Change
Poverty Reduction
57,470
Re-allocation of administration expenditures
$
399,837
51
Community Impact Initiatives
56,185
$
298,607
Campaign Awards
Participation
Awards
Kingston Literacy & Skills
Gold Awards
March of Dimes Canada
Employee campaigns with a minimum
of 75% participation & $75 per capita.
Novelis Specialty Products
BMO Gardiners Road
Robinson Innovations
BMO King Street East
Secker, Ross & Perry
BMO Napanee
St. Lawrence Youth Association
Assante Financial Fenlon Division
E.I. du Pont Canada Company
Utilities Kingston
BMO Bath Road
KFL&A Public Health
Welborne Avenue Public School
Canadian Hearing Society
Ministry of Children & Youth Services
WorleyParsons
Canadian National Institute for the Blind
RBC Gardiners Road
Collins Barrow SEO LLP
Scotiabank Financial Group
CORCAN
Scotiabank Princess Street
Delcan Corporation
Elizabeth Fry Society
Union Gas Ltd.
Achievement
Awards
University Hospitals Kingston Foundation
Keystone Awards
UPS
Windmills
Workplace campaigns that raise
$250,000 or more.
Silver Awards
Queen’s University
Employee campaigns with a minimum
of 65% participation & $65 per capita.
Limestone Awards
Platinum Awards
Employee campaigns with a minimum
of 90% participation & $100 per capita.
Homestead Land Holdings Limited
Kingston Community Credit Union
Kingston Home Base Housing
Kingston Youth Shelter
KPMG LLP
Ministry of Training,
Colleges and Universities
RBC Princess and Drayton
Workplace campaigns that raise
between $100,000-$249,999.
Northland Power
Best Buy
Ontario Public Service Retirees
BMO Front Road
RBC Business Banking
BMO Nesbitt Burns
RBC Financial Planning
Investors Group Financial Services
RBC Sydenham
K3C Community Counselling Centre
RBC Odessa
Kingston Dodge Chrysler (1980) Ltd.
Reliance Home Comfort
RBC Financial Group
Scotiabank Wellington Street
Sensient Colors Canada Ltd.
Sandstone Awards
Scotiabank Gardiners Road
Bronze Awards
Workplace campaigns that raise
between $50,000-$99,999.
Scotiabank 863 Princess Street
Shared Support Services Southeastern
TransAlta
Employee campaigns with a minimum
of 50% participation & $50 per capita.
United Way of KFLA
Bell Media Kingston
Youth Diversion Program
BMO Amherstview
BMO Harris Private Banking
CIBC Wood Gundy Inc.
Cruickshank Construction Kingston
HSBC Bank Canada
Hydro One
52
Campaign Awards
CFB Kingston
Correctional Service Canada
Empire Life
Goodyear Canada Inc.
Kingston Garrison
City of Kingston
Homestead Land Holdings Limited
INVISTA (Canada) Company
LCBO
Limestone District School Board
Novelis Specialty Products
Providence Care
Royal Military College
Cornerstone Awards
Sapphire
Spirit
Workplace Campaigns that raise
between $25,000-$49,999.
Workplaces with 5 to 9
Leaders of the Way.
Algonquin & Lakeshore
Employee campaigns with 3 to 5
employees, 100% participation
& minimum $50 per capita.
BMO
Catholic District School Board
Assurant Solutions
BMO Financial Group
Bombardier Transportation
Collins Bay Institution
Corrections Canada – RHQ
Costco
E.I. du Pont Canada Company
Bombardier Transportation
CIBC Wood Gundy Inc.
Collins Bay Institution
Big Brothers Big Sisters of Kingston
Canadian Mental Health Association
Epilepsy & Seizure Disorder Resource
Homestead Land Holdings Limited
Media Partners
KPMG LLP
Limestone District School Board
Ministry of Health and Long-Term Care
We are grateful to our media sponsors
who helped to keep the campaign alive
in the hearts and minds of the residents
of KFLA.
Joyceville Institution
Ministry of Transportation
Kingston General Hospital
Northland Power
Millhaven Institution
Novelis Specialty Products
Ministry of Health and Long-Term Care
RBC Financial Group
Northland Power
Scotiabank Financial Group
RBC Business Banking
RHQ Headquarters
RBC Financial Group
Providence Care –
St. Mary’s on the Lake
Snap Kingston
Providence Care –
Mental Health Services
TV Cogeco
Scotiabank Financial Group
St. Lawrence College
Union Gas Ltd.
United Way of KFLA
Bell Media Kingston
Corus Entertainment
Profile Kingston
Rogers Radio Group Kingston
Sun Media
Viva Productions
Britton Smith
Foundation Leadership
Awards
Utilities Kingston
Ruby
Most Improved
Workplaces with more than
40 Leaders of the Way.
Campaigns within each sector with the
greatest increase in dollars raised.
Kingston Garrison
Best Buy
Queen’s University
Corporation of the County of
Frontenac
Diamond
Home Base Housing
business, labour, individuals,
Workplaces with 10 to 24
Leaders of the Way.
Kingston General Hospital
government and funders – in
Scotiabank Financial Group
support of a network of social
St. Lawrence College
service and health agencies.
BMO Financial Group
City of Kingston
Correctional Service Canada
E.I. du Pont Canada Company
Special Awards
United Way of KFLA works to
strengthen lives by bringing
together the financial
resources of the region –
Freshman
First time employee campaigns.
In 2013, eighty
percent of
Empire Life
BmDodo Strategic Design
Federal Retirees
Public Health Ontario
Goodyear Canada Inc.
St. Lawrence Youth Association
Kingston General Hospital
Target
workplace
Limestone District School Board
Upper Canada Commercial
campaigns at
Providence Care
funds were
raised through
270 workplaces
Royal Military College
across KFLA.
CFB Kingston
53
Campaign Awards
80%
Caring Corporations
Thank you to the corporations and foundations for their tremendous support and leadership.
The following organizations generously donated to the 2013 campaign.
$50,000 & Over
Cruickshank Construction Kingston
Fusetek
Rogers Radio Group Kingston
Empire Life
Goodyear Canada Inc.
Sensient Colors Canada Ltd.
Homestead Land Holdings Ltd.
Great West Life Assurance Company
Sharbot Lake Pharmacy Ltd.
Kingston Community Credit Union
Shoalts and Zaback Architects
Strathcona Paper Manufacturing
$20,000 - $49,999
INVISTA (Canada) Company
$1,000 - $4,999
Novelis Inc.
Bayhill Development Ltd.
Best Buy
$10,000 - $19,999
Assurant Solutions
CIBC
Reliance Home Comfort
Coach Canada (Trentway-Wagar)
Continental Conveyor (Ontario) Ltd.
Corus Entertainment
Sun Life Financial Kingston
Susan Creasy Financial Inc.
Target
TD Bank Financial Group
TransAlta
UPS
Versaterm Inc.
E.I. du Pont Canada Company
Cunningham, Swan, Carty, Little &
Bonham LLP
Morven Construction Ltd.
Curry Original
Northland Power
Delcan Corporation
RBC Financial Group
Foundations
Edwards Ford Sales (Kingston) Ltd.
Scotiabank Financial Group
The Davies Charitable Foundation
Eli Lily Canada
Union Gas Ltd.
Future Shop
Dr. Samuel S. Robinson
Charitable Foundation
Home Cardiographics Inc.
Gill Ratcliffe Foundation
Hydro One
Fondation J. Armand Bombardier
Kingston Brewing Company Ltd.
Kingston Dodge Chrysler (1980) Ltd.
Sisters of Providence of
St. Vincent de Paul
Len Corcoran Excavating Ltd.
The Tenaquip Foundation
$5,000 -$9,999
Barr Homes
BMO
Bell
Costco
Ontario Power Generation
RDR Financial Services
54
Caring Corporations
WorleyParsons
Sponsors
Event Sponsors
Media Sponsors
Ambassador Conference Resort
Bell Media Kingston
Bell
98.3 Fly FM
Cancoil Thermal Corporation
98.9 The Drive
Cineplex Odeon Gardiners Road
FM 96
Empire Life
Hits 104.3
Hydro One
Correctional Service Canada,
Tom Tinney
Corus Entertainment
Edward Jones
CKWS TV
Kingston This Week
Kingston Frontenacs
Kingston Publications
Pan Chancho
Profile Kingston
Rogers Media
Rogers Radio Group Kingston
K-Rock 105.7
Sir John’s Public House
Country 93.5
Springer Family
Kiss 102.7
Snap Kingston
Taylor Automall
The Kingston Whig Standard
The UPS Store
The Kingston Frontenac-EMC
Thousand Island Playhouse
TV Cogeco
Viva Productions
Banner Sponsors
Empire Life
Home Base Housing
Ministry of Government Services,
Liz O’Connor
Ministry of Government Services,
Louanne Jodoin
Ministry of Transportation,
Joanna Bruce
Novelis Specialty Products,
Matt English
St. Lawrence Optometry
Algonquin & Lakeshore Catholic
District School Board
Empire Life, Jaunna Lessard
Goodyear Canada Inc. Napanee
(External Loaned Rep), Rob Hannah
Investors Group
Scotiabank
Loaned Representative
Program
Caring for Others
Sponsors
Kingston and District Labour
Council (KDLC)
K3C Community Counselling Centre
Kingston Community Credit Union
Providence Care
Queen’s University
RBC Royal Bank
St. Lawrence Optometry
Sun Life Financial
TD Bank
Union Gas
55
Sponsors
Honour Roll
Philanthropists
$25,000+
A. Britton Smith
Rakesh & Bhavana Varma
Ian M. Fraser & Janine M. Schweitzer
John & Kim Wright
Teresa & Edward Gibson
Margaret Zakos
Anthony Goerzen
4 Anonymous Pacesetters
Dr. Willa Henry
Kathryn Hutchison & Michael Bernas
Peter & Frances Splinter
Builders
$2,000 - $4,999
Desirée Kennedy & Carl Hare
Mark & Tracy Airhart
Tim Kingston & Tamara Kayfetz-Kingston
John & Nancy Burge
Gavin Anderson & Vicki Schmolka
Jane Kirby
Elaine & Michael Davies
J. Arp
Marcel & Judith Labbé
Rene & Cheryl Doornekamp
Diane Arthur
Marina Lee
Drs. Mike & Renée Fitzpatrick
Jack & Maritza Bailey
Jan & Hal Linscott
Estate of Larry Gibson
Elizabeth A. Bardon
Steve MacCharles & Helen Robinson
Les Herr & Susan Nicholson
Carrie M. Batt
Krystal Mack
Douglas Mason & Erin McCormick
Justice Judith Beaman
Paul & Katherine Manley
Mac Voisin & Marcela Bahar
Rosamond & Glenn Bechtel
Hilda Manning
John Weatherall
Roland & Susan Billings
Eric Marcotte
Dr. Carol A. White
Lorna C. Boag
Dr. Tom Mawhinney
Derrick and Fioretta Bouchard
David Mayhew
Pacesetters
$5,000 - $9,999
Dr. Elizabeth A. Brown
Gary & Sherri McCabe
Jim Brown & Joan Lee
Inez McDonald
Barbara Caldwell
Anthoné Joseph McGee
Martha & Nicholas Bala
Jane & Peter Candlish
Dr. William McLatchie & Laureen Snider
Bert Barr
Peter & Anne Case
David B. & Jean McLay
Brent Barr
Lynn & Richard Cilles
Joy & Richard McNevin
Dr. W. J. Beck & Dr. M. J. McCracken
Richard Cleaver
Rick Melanson
Dr. & Mrs. Russell E. Boyce
Bill Cooper
Francis H. Milledge
Dr. Maureen P. Briscoe
Bill & Lois Corbett
Stephen Oikawa & Jill Scott
David Bruce & Heather Murray
Susan Creasy
Susette Pearson
Kathy Burke & Family
Steve Cruickshank
Allen Prowse & Catherine Nicol
Bernard Burkom
Bob & Linda Dalrymple
Elinor Gill Ratcliffe
Dr. William T. Depew
Peter & Lucille Davies
Jack & Linda Reid
Elwin Derbyshire
Kim Donovan & Hélène Walton
David & Valerie Robb
W. Craig Ferguson
Hank & Sheri Doornekamp
Janet & Walter Rosser
Peter & Marisa Finnegan
J.M. Dore
Sonny & Gillian Sadinsky
Carl & Elizabeth Hamacher
Dr. John W. Drover
Dr. Gordon E. Simons
Doug & Penny Hogeboom
Drs. Jacalyn Duffin & Robert Wolfe
Beth Simons-Chambers
Anne Topper & Geoff Lockwood
Dr. Paul Dungey
Britton C. Smith
Donald Maclachlan
Lisa & Doug Elliott
Janet Smith
Julie & Jim Parker
Albert & Christa Fell
Marilyn & Jerry Springer
Hugh & Donna Segal
Walter Fenlon & Linda Ann Daly
Christopher & Nancy Sproule
Patrons
$10,000 - $24,999
56
Honour Roll
Dale & Lorraine Kenney
Sheila & Peter Kingston
Abi Sam Thomas
Kathy Birrell
Tom & Margie Courchene
Robert H. Thomas, In Memory of
Bonnie J. Thomas
C. Blais & M. Sander
Genevieve Couture
Dr. William Blake
Alan & Barbara Crago
Rowland & Carolyn Tinline
Evelyn Blanchard
Frances & Robert Crandall
Tom Tinney
Ann Blommestyn
Trish Crawford
Julie & Phil Tompkins
Carolyn Blommestyn
Michael F. Crowley
Jean & Bernard Trotter
Ryan Boehme
Charles & Nancy Cuffari
Peter & Anne Trousdale
Dr. Hugues Bonin
Dr. Elsie G. Culham
Lee Wetherall & Chris Galbraith
Cheryl Boone
Robert & Denise Cumming
In Memory of Roberta Whitehead
Scott D. Botting
Louis Cyr
Sharon G. Wilkinson
Joan & Doug Bowie
Peggy & Ted Davidson
Roger Wilson
Peter Boyle
Steven Davidson
Jodi Witt
John Brannan
Caroline Davis
9 Anonymous Builders
Joey Bray
Gordon Davis
Dr. & Mrs. Hugh Bright
John Davis
Leaders of the Way
$1,000 - $1,999
Marilyn & Taras Broadhead
David J. Day
Angela Brown
Nancy Day
Gayle Barr & Peter Bryson
Mike De Grace
Sherif Abouzeid
Dr. Gary & Marjorie Burggraf
Steve de Guise
Dr. Vivian C. Abrahams
R. Burkholder
Michael & Susan Dent
Jay Abramsky
Krishna Burra & Family
Matthew & Jennifer Derbyshire
Shirley Abramsky
Tony Button & Adèle Lafrance
Stephen Dickey
Lori Acay
Heather Caird
Nancy Dickson
Ali & Weais Afzal
Dr. Ian Cameron
John & Lesley DiPaolo
Jan Allen
Charles Campling
Ray Di Rinaldo
Sarah Allinson
William T. Cannon
Jody DiRocco
Bruce Anderson
G.E.* & A.C. Capon
Chris Eggink & Danna Dobson
Mary Ellen & Len Anderson
Mary Ellen Card
William (Bill) Dobson
David & Rena Andre
Linda Carey
James Docherty
Bill & Dorie Anglin
Karen Caron
Richard & Wilma Dodds
David Athersych
Dr. Nancy Carr
Brian Dodo
Shelley Aylesworth-Spink
James Carscallen
Daren Dougall
Cheryl & Larry Azulay
Glen & Chantal Cavanagh
Steve Dowling
Michele & Paul Babcock
Nancy Churchman
Dawn Downey & Deborah Hudson
Ruth Bailey & John Dorland
Gregory & Shelley Clancy
Shai Dubey
Gordon & Maureen Bale
Douglas H. Clark
Cathy Dunne
David Ball
Miranda E. Clark
Matthew English
Chris Barber & Fran Lamy
Cheryl Clarke
Scarlet Eyles
Dr. D. Bardana
Jaimie Clarke
Simonne Ferguson
Stephane Bazzana
Lynne & Peter Clarke
Tracey Ferguson
Carol Beatty & James Bulloch
Father Don Clement
Dave Finucan
Michele & Jean Bédard
Dolorès Cléroux
Josh Firth
Lindsey Belch
Susan P.C. Cole
Susan Fitzpatrick
Dawn Belzile
Deanna Cole-Benjamin
Lloyd & Tina Fleming
In Memory of Lee Mason
Alex Conant
Allen & Barbara Fletcher
Holly Benn
Helen Cooper
Frances & Jim Flett
Gary & Cheryl-Anne Bennett
Dan Corcoran
Luke Follwell
David Berg
Whitney & Gavin Cosgrove
Elaine & Bruce Berman
Jacquie & Richard Costron
57
Honour Roll
*
deceased in 2013
Ana Maria Fonseca
Patrick Hulley
Denis Magnusson
Paul Fortier
Jon & Marie Hulse
Peter Makula
John & Hazel Fotheringham
G.T. Hunt
Isabelle & David Malcolm
Lana Foulds
Brenda L. Hunter
Lynne Manuel
Chris Frank
Lanie Hurdle
David & Mona Mark
Judith & Rod Fraser
Linda & Bruce Hutchinson
Gisela Marker
Mark Frederick
Sue & Timo Hytonen
Dean Mccormac
Lise Gallagher
David Illingworth & Joanne Angelis
Suzanne McDermid
Pierre & Katherine Gaumond
David & Sharon Irwin
Allan McLuskie
Dorothy Geiger
Norman & Katherine Jackson
Antje McNeely
John & Assunta Gerretsen
Bruce D. Jeffery
David & Anndale McTavish
Mark & Vanessa Gerretsen
Vilayil & Jackie John
Connie McVeigh
Jack Gilfillan
Carole Johnson
Darlene Medhurst
Sudeep Gill and Family
John Johnson & Mary Ann Higgs
Henry & Marion Meyer
Bonnie Golomb
Peter Johnson
Karl Michaud
Jenn & Sam Goodwin
David Johnston
Peter Milliken
Alicia Gordon
Marty Jordan
James Mingo
David L.A. Gordon
Brad Joyce & Susan McWilliams
John & Shelagh Mirski
Ann Gow
Speros & Petula Kanellos & Family
AK Moffat
T.C. Nicholas Graham
Kimberly L. Kay
Michelle Monteyne
Ryan & Shannon Graham
Zenith Elizabeth Keeping
Lance Mooney
Alan & Janis Grant
Steve Kemp
Francine Moore
Mike & Martina Green
Robert & Roxanne Kempe
Jeff Moore
Laurie Greenidge
David Keneford
Kathryn Moore
Mark Greenwood
Grace & John Kennedy
Kieran Moore
Michael & MaryEllen Greenwood
Ken Keyes
Michael Moore
John Grenville & Sue Bazely
Sheila Kidd
Michael R. Moore
Jason-Emery Groen & Jen Grasse
Katy & Steve Kimpton
Evelyn Morin
Lucille & Aubrey Groll
Monica Kirk & Drew Phillips
Bruce Morris
G. Blake & Maryann Halladay
In Memory of David James Hurley
Ruth Mott & Himansu Desai
Irene Hamilton
Hans J. Kummer
Merrilees Muir
John Hampton
Gilles M. Larochelle
Joan & Greg Mumford
M. Denyse Hand
Andrea Lawn
Mary Murphy
Dr. David Alan Hanes
Sandy & John Lebert
Patrick & Chris Murphy
Tom & Barb Harris
Marc LeBlanc
Terry & Katherine Murphy
In Memory of George & Jean Harrop
Sylvain Leblanc
Turgut Mutel
Peter & Janet Hartel
Maurice & Gail Leeder
Bob Myers
Roger & Anna Healey
Stephen L. Leeder
Bernadette Myslicki
Richard Heiden
David & Diane Leeson
Neil & Mary Neasmith
Herwart Helmstaedt
Regan Legassie
Dennis Newhook
Alf & Cathy Hendry
Denis Leger
Laurie & Richard Newport
Brent Herbison
William & Claire Leggett
Andria Newton
Michael & Barb Hickey
Pascal Levesque
Gary Nichol & Laurel Wallace
Tina & Kylie Hinch & Family
Jean Lord
Edna Nicholson
Tim & Kim Hockey
John & Lynda Macdonald
Dan Norman
Mr. & Mrs. Hope-Simpson
Lori MacDonald
Kathleen Norman
Helen A. Howard
Michael MacGregor
Christine Overall
Dawn Hudson
Dr. & Mrs. A.W. MacLean
The Packman Family
Peter Huigenbos
Christopher Macrae
Susan Paloschi
58
Honour Roll
Last year, the United Way funded
69 programs that helped over
74,000 people right
here in our community.
Jatinder & Olga Parhar
Debbie & John Rudan
Dr. Raymond Viola
David E. Parker
Dr. Alan F. Rumsey
Jim Vowles
Joe & Beth Pater
Mark & Joanne Santoni
Emily Leslie & David Walker
William & Anne Patterson
Janice Saunders
Anita Wallace
Bohumir Pazderka
Susan & David Saunders
Greg Wanless
V. Pearse
Elizabeth Savill & Nick Waterfield
D.J. Watts
Bruce Pettipas
Michael Sayer
Weatherby Family
William Greg Phillips
Jessica Marie Schonewille
Robert Weisnagel
Chris & Lisa Phippen
John & Heather Schreiner
Mike Welker
Michelle Podhy
Michael Scrannage & Karen Charlton
Theresa Westfall
Gayle Pokotylo
Catherine Shakell
Bernice Westlake
Geoffrey Priems
Duncan & Leona Sinclair
Brian & Katherine Wherrett
G.D. Pringle
In Memory of Louise Mitchell
Cathy Wherry
Eyre Purkin Bien & Family
Martin & Michelle Skolnick
Dr. Lola Cuddy & Dr. Mel Wiebe
Jack Raleigh
Darren & Erin Sloboda
Tim & Jana Wieczorek
Dr. Gerald P. Raymond
Barry R. Smith
Gord Wight
Victor & Peg Reed
Karen & Matthew Smith & Family
Tom Wightman
Jennine Reid
Bruce Somers
Terry Willing
Jim & Martha Reid
Val Stairs
John & Nancy Wilson
Peggy Reid
James & Anne Stanley
Paul Leslie Wood
Wendy & Robert Reid
Kay Stewart
Rob Wood
Sean & Kim Reynolds
Brett Stickle
Darcy Woods-Fournier
Doug Ritchie &
Donna Gillespie Ritchie
Cynthia Surette
Daniel & Julie Woolf
Carrie Thompson
Dr. Diana Wyatt
Eleanor & Tom Rivoire
Jim & Barbara Thompson
Bill T. Young
Deanna Roberts
Leslee Thompson
Dr. David Zelt
Bill & Sherri Robertson
Peter & Nancy Timan
Dr. Ireneus B. Zuk
Marilyn Robinson
Peter & Heather Tobias
96 Anonymous Leaders
Wendy Robinson
Christopher Tomlinson
John S. Romard
Melanie L. Tran
Stacey Roques
Allan J. Twohey
The Rose Family
Lynne VanDalen
For a listing of Friends of the Way,
donors who give between $500
and $999, please visit our website
Charlotte & Paul Rosenbaum
Matthew & Joanne Van Nest
www.unitedwaykfla.ca
Jamie & Diane Ross
Sharon Vickers
Stephen & Rosalie Roughton
Elaine & Wally Viner
59
Honour Roll
United Way’s
Eternity Fund
Continue The Tradition of Caring
Eternity Fund Donors
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.
Paul Banfield
Peggy & Ted Davidson
Mike Deschesne
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 KFLA. 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.
How Your Gift Can Help
Your Community and You
W. Craig Ferguson
Marsha Gormley
Katherine & Paul Manley
Mary-Alice Thompson
Robert & Bonnie Thomas
Bhavana & Rakesh Varma
Estates
Estate of Charlotte Abbott
Estate of Helen Mahood
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.
Estate of Emma Clench
Estate of Mary McLean
Estate of Beatrice Cohen
Estate of Katherine Ross
Muirhead
If you have already made a provision for United Way in your
estate plans, please let us know so you can be part of the
Eternity Fund Community.
Estate of Esther Mahood
Estate of Eleanor Crossman
Estate of Hugheen
Ferguson
Estate of Rose Oliver
Estate of Gelindo De Re
Estate of Brendan Savage
Estate of Shirley Mactavish
Estate of Alan Richard
Travers
Estate of Margaret Reid
There are many benefits to sharing this information with us.
Planned Giving
• We can help to ensure your gift can be accepted and used as
intended by making sure that the appropriate gift structure,
acknowledgement and instructions are captured in the terms
of your gift
Ask us how you can continue the tradition of giving!
The Eternity Fund is the permanent endowment
fund of the United Way. When you make a donation
to the Eternity Fund, the money is invested and the
principal is preserved. Only the income earned is used
to support essential services and programs, ensuring
your gift will benefit future generations.
• We can advise you on any special considerations or issues
related to your gift plan that may need to be addressed so
that your gift is eligible for charitable tax receipt
• Most importantly, joining the Eternity Fund Community
allows us to thank you and celebrate your generous gift
plans for United Way, inspiring others to participate
60
United Way’s Eternity Fund
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.
417 Bagot Street
Kingston, ON K7K 3C1
Tel: 613-542-2674
Fax: 613-542-1379
[email protected]
www.unitedwaykfla.ca
www.facebook.com/unitedwaykfla
www.twitter.com/unitedwaykfla
www.flickr.com/unitedwaykfla
The United Way serving KFL&A is committed to being an environmentally responsible organization. This document is printed on
Rolland50 – 50% post-consumer recycled, Environmental Choice Certified, Processed Chlorine Free paper made with bio gas energy.