United Way CSO 2015 Annual Report

Behind every changed life
is someone who made it happen.
Annual
Report
2015
Messages from United Way Leadership
Message from the Executive Director
– Shelley Gilmore
In 2014, we coined the phrase “My United”. This United Way is, after all, your United Way. Its existence
is the result of people and organizations that want to see a stronger and healthier community. Our vision
is your vision, our mission is your mission. The vision of building strong communities throughout this
amazing Okanagan Valley is something we all have in common. Our mission is to ensure inclusion for
the people living in these communities, to be seen as an umbrella over the communities we serve, and
to invest in community with integrity and transparency.
Last year we spoke of moving toward and into some change as an organization, moving toward focusing
on impact, not just outcomes but bonefide life changing investing. Becoming a vehicle for transformation.
Together, we are possibility is a phrase we have adopted to incorporate all of our many community
stakeholders and I believe it truly expressed the power behind a unified approach to building strong
communities. Our donors, our volunteers, our community partners and service providers, our community
stakeholders and our staff – we are all in this together. We all desire a stronger healthier place to live,
work and play – for everyone who calls the Okanagan home.
In 2015, your United Way announced that we were adopting an investment strategy to tackle the issues
related to Poverty. We are investing our donor dollars, our influence, and our efforts to reduce the stress
on our citizens and our communities related to poverty. You will see in this report how we are moving in
that direction and in many cases how we are identifying prevention or upstream approaches.
In 2015, we invested $1.35M into community in the areas of child development, youth engagement,
family supports; food security, mental health, senior’s health & wellness, addiction recovery, and domestic violence and trauma supports. Our reach is
wide and our impact is vast. Our investment strategy continues to evolve and we are committed more than ever to ensuring we not only lift those up
that need that strength but that we keep them lifted to move on, on their own, into wellness and ultimately toward a wholeness of self and engagement
in the community they live in.
How is all of this accomplished? Through programs such as our Days of Caring, we are engaging individuals and organizations to make a difference,
to get out and learn about their community and the great work being done but also to get a glimpse into the work that needs to be done through
partnerships and collaboration. Our Gennext group of young professionals are committed to bringing the next generation of leaders into full engagement
by advocating to millennials the importance of collection action and caring for your community. Better at Home and Success By 6 are United Way funded
programs covering the age spectrum of 65 to 120 and 0-6! We are very proud of the investments in community and how it is possible because of you,
your United Way and our Provincial partners.
Shelley Gilmore, Executive Director
Message from the Board Chair
– Bruce Olsen
What a wonderful year of transition and renewed energy for our United Way here in the Okanagan Valley in 2015. We have continued on our journey
and telling our story as to impact and why the United Way should be your charity of choice. We are gaining momentum and opening doors for both our
donors and our community partners. Our goal and commitment is to impact lives and be a change agent within our community. This takes effort and
requires a focused community of people working and pulling together to make this happen and we are excited about our future.
I would like to start by thanking our donors, our community agencies, our volunteers, our day of caring volunteers and all our corporate sponsors/donors.
Last but not least to our dedicated staff and board members who put in countless hours and go above and beyond the call of duty to help navigate this
movement forward each and every day. We truly believe in and are committed to the work, and with ongoing feedback we will only get better at what
we do and how we positively impact lives.
It has been my privilege to serve for a 3rd term as Board Chair and I can say each year just keeps getting that much more exciting. We have accomplished
a number of goals and opened communication lines with so many other stakeholders within our community. We are not finished and still have a lot of work
to accomplish. I look forward to working with Kathy Conway as she takes over as Board Chair for
the coming year and working under her direction and leadership.
As we look and reflect on the future and seek to gain an understanding of the challenges we
might face, it is all too clear to me that we need to ensure we engage early in on discussions and
roundtables with all our stakeholders and community partners on an ongoing basis. We need our
communities to engage in building and sustaining conversations on an ongoing basis and ensure
we build on the message of hope and positive impact that can come from unifying a group of
individuals or agencies in a single purpose to impact and improve lives. As technology replaces
so much of our verbal conversation these days, it again pushes us to understand how we reach
those in need and build the support systems and services required to support our communities.
I encourage each of us to move with pace, make change now and get involved and engage with
your United Way. Look to understand our model of collaboration and community impact and
become an advocate for your United Way. I invite you to volunteer, to donate and be a part of
positive change.
Bruce Olsen, Board Chair
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United Way 2015 Annual Report
The Volunteers behind the Movement
Board of Directors 2015-2016
From left to right: Sandi Fazan, Greg McGowan, Kathy Conway, Jim Paterson, Shelley Gilmore - Executive Director,
George Jacob, Sinead Scanlon, Bruce Olsen, Andrew Brunton, Jennifer Robins, Jennifer Kilback, Ken Robinson.
Missing from photo: Peter Shannon and Scott Murray
Board Executive:
Bruce Olsen, Chair
Laura Thurnheer, Vice Chair
Jennifer Robins, Community Investment Chair
Sinead Scanlon, Finance Committee Chair
Andrew Brunton, Resource Development Chair
Kathy Conway, Incoming Chair
Leadership
Cabinet:
Deborah Buszard
Dennis Gablehouse
Raghwa Gopel
Robert Fine
Paul Mitchell
2015 United Way Staff:
From left to right:
Avril Paice, Director of Community Investment
Jeremy Lugowy, Community Engagement Coordinator
Brittany McLaughlin, Community Investment Summer Student
Shelley Gilmore, Executive Director
Amanda Turner, Success By 6 Coordinator
Brittney Sissons, Resource Development Summer Student
Bonnie Hall, Community Engagement Manager
Bruce Olsen, Board Chair
In front:
Marianne Dahl, Marketing and Events Manager
Missing: Laurie O’Neill, Bookkeeper
Together, we are possibility
Board Sub-Committees:
Community
Investment
Finance
Resource
Development
Jennifer Robins,
Chair
Sinead Scanlon,
Chair
Andrew Brunton,
Chair
Colin Ashton
Sandi Fazan
George Jacob
Jennifer Kilback
Greg McGowan
Renata Mills
Ken Robinson
Scott Murray
Peter Shannon
Laura Thurnheer
Kathy Conway
George Jacob
Thank you to all the volunteers who spend
countless hours assisting us in many different
ways including: Board of Directors and SubCommittees, Leadership Cabinet, Event
Committees, Community Impact teams, Day
of Caring® Ambassadors, Office Support,
Gennext and Youth Initiative Grants Council.
Volunteer Spotlight:
United Way was lucky to recruit Jay
Stevenson as our graphic design
volunteer at the Gennext TimeDRIVE
last Spring. He’s put in countless hours
for us on graphics, advertising and
brochures. Thank you Jay!
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Community Impact – Local Giving, Local Results
Community impact is about achieving meaningful, long-term improvements
to the quality of life in our communities, by addressing not just the
symptoms of problems but also getting at the root causes.
It’s about making fundamental changes to community conditions.
2015 Impact Statistics
22
Distinct communities
served in our Region
41
Agencies receiving
United Way investments
62
Organizations receiving
emergency bus tickets for
clients in crisis
1,115
85,000
1,350,064
Hours volunteered to local
charities through 41 Days
of Caring
People who benefit
directly through United
Way each year
Dollars invested by the
United Way in our region
Key Strategies for Community Impact
United Way achieves community impact by
focusing on 4 key strategies:
•
•
•
•
Engaging community resources (dollars, influence,
time and knowledge).
Influencing public attitudes, systems and policies.
Focusing on underlying causes of social problems.
Strengthening the network of services and the capacity
of non-profits and community.
Focus Areas for Community Investment
Many things affect the health of a community, including
childcare, education, crime, poverty, health and wellness,
availability of and access to social supports and services,
and much more. With this in mind, United Way invests in 3
Focus Areas proven to be the foundational building blocks
of healthy lives and communities: children and youth,
financial stability and community wellness.
2015 Investments by Focus Area
Oyama
Peachland
Kelowna
Penticton
Princeton
Keremeos
Oliver
Osoyoos
United Way CSO serves 280,000 residents in 22
communities within the boundaries of the Central and South
Okanagan / Similkameen including Oyama, Lake Country,
Kelowna, West Kelowna, Peachland, Summerland, Penticton,
OK Falls, Oliver, Osoyoos, Keremeos, and Princeton.
4
36%
Invested in
moving people
from poverty to
possibility
28%
Invested in
all that kids
can be
36%
Invested in
helping build
strong
communities
United Way investments in our region include $698,589
from local donors/fundraising and $651,475 from
province-wide initiatives in partnership with the United Way
of Lower Mainland for Better at Home and Success by 6.
United Way 2015 Annual Report
Community Fund Investments
Allocations by Focus Areas and Program:
Helping kids be all they can be
ORGANIZATION
WHERE THE FUNDING IS GOING
Building Healthy Families Society....................................... Nurturing Fathers Program
Dragonfly Pond Family Society........................................... Summer programs to youth with diverse abilities
Karis Support Society.......................................................... Essentials for Life Program
Kelowna Child Care Society................................................ Helping families find childcare and supporting child care providers
Okanagan Boys and Girls Clubs.......................................... Life skills, shelter and recreation programs for youth
Okanagan Similkameen Neurological Society
Child Development Centre................................................. Movers & Talkers Program
Reach Out Youth Counselling Society................................. Clinical counselling to youth and family members
Starbright Children’s Development Centre......................... Outreach Clinical Counselling Program
Moving people from poverty to possibility
ORGANIZATION
WHERE THE FUNDING IS GOING
Canadian Mental Health Association ................................. South Okanagan Similkameen Branch- Clubhouse Meals Program
Inn from the Cold................................................................ Winter Shelter
John Howard Society.......................................................... Community justice support and employment
Penticton Hospital Auxiliary................................................ Meals on Wheels
Penticton & District Community Resources Society............ Family Assistance Subsidies
Project Literacy Kelowna Society......................................... Adult literacy
Summerland Food Bank and Resource Centre................... Food security and social supports
Building healthy, strong communities
ORGANIZATION
WHERE THE FUNDING IS GOING
The Arthritis Society............................................................ Patient and caregiver workshops
BrainTrust Canada Association............................................ Prevention and supports to people with brain injury
Canadian Mental Health Association.................................. Kelowna and District Branch- Mental health services
Central Okanagan Elizabeth Fry Society............................. Community justice supports and counselling
CRIS Adaptive Adventures.................................................. Outdoor recreation to people with diverse abilities
Desert Sun Counselling....................................................... Counselling and outreach services to children and families
Hands in Service.................................................................. Volunteer home supports to people with illness or disability
Kelowna Community Resource............................................ Information, training and connections to volunteers and NPO sector
Kelowna Family Centre........................................................ Clinical counselling services to children, adults and families
Kelowna Women’s Shelter................................................... Volunteers supporting women & children affected by violence
NeighbourLink Summerland............................................... Volunteerism and community well-being
NOW Canada Society......................................................... Trauma Therapy Program
Peachland Wellness Centre Society.................................... Volunteerism and community well-being
Penticton Recovery Resource Society................................. Discovery House
Pets and People Visiting Society......................................... Dog therapy and friendly visiting for people in care facilities
Seniors Outreach Services Society...................................... Information and supports for seniors
South Okanagan Similkameen Brain Injury Society............. Recreation programs to people living with brain injury
South Okanagan Victim Assistance Society........................ Counselling for men who have experienced abuse/violence
South Okanagan Women in Need Society.......................... Counselling for women who have experienced abuse/violence
Westside Health Network Society....................................... Information and supports for seniors
United Way provides funding for several types of charitable purposes: Programs and services, core
operations, short term projects or events, materials to improve the location or accessibility of
a non-profit organization (upgrades or emergencies), youth-led projects to create positive change
in communities, and community collaborations to tackle specific social issues.
Together, we are possibility
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Community Engagement and Impact Investments
In addition to agency funding, United Way’s investment strategy also
includes bringing diverse partners together around common issues,
and working together on projects that better leverage local resources
for positive community change.
Child Safety Initiative
84
CAR SEATS
84 car seats
distributed to 8
communities in
the Okanagan
and Similkameen
41 projects completed with workplaces
that contributed 1,155 volunteer hours
to local charities
Central Okanagan Family Hub
$97,252
INVESTED
$97,252 is being
invested for 3
consecutive years to
inspire multi-sector
collaboration and
investments in the early
years; opening in 2016.
United Way Day of Caring kickoff at Okanagan Boys and Girls Club
Emergency Transportation Assistance Program
13,800
BUS TICKETS
13,800
bus tickets
distributed in
Central and
South Okanagan
Costco Day of Caring at Inn from the Cold
6
youth-led
projects
Team BMO Day of Caring at Hands in Service
6
Youth Initiative Grants
6 youth-led
projects funded
to a total
investment
of $10,000
United Way 2015 Annual Report
Community Impact and Provincial Initiatives
Other 2015 Community Initiatives
The United Way movement also includes
provincial initiatives to improve the lives of
families and seniors:
Helping replace a furnace
at the Little Folks Nursery
School in Princeton.
Emergency
investing
CApacity
investing
Supporting Discovery
House’s leadership team with
strategic planning and
professional development.
CApacity
investing
Partnering with BDO, organizing
6 workshops to build the capacity
and skill sets of local charities.
Impact
investing
Helping Summerland Secondary
start a breakfast program to help
students who do not otherwise
have access to a healthy breakfast.
Impact
investing
Ensuring that working parents in
Keremeos could access quality
licensed child care for their children.
Impact
investing
Supporting a community research
project to develop a visual,
information database of shelter
and housing services for people who
are homeless in Kelowna.
Sponsorship
Sponsoring the Okanagan Volunteer
Opportunities Fair to promote
a healthy, engaged community.
Sponsorship
Sponsoring the printing costs
of information guides for seniors
living in Penticton, Summerland,
Kaleden and Okanagan Falls.
Together, we are possibility
Better at Home – Home supports helped 810 seniors
in our region remain independent and healthier in their
own homes, thanks to a network of service providers and
volunteers providing friendly visits, transportation, yard
work, house repairs and other personal supports. This
program is delivered through a partnership between local
community agencies, United Way of the Lower Mainland,
United Way CSO and the Province of British Columbia.
bc211 – Every hour of every day, people need help finding
services – from finding a food bank, to securing daycare for
a child, to home care support for an aging parents. bc211,
funded by United Ways across the province, is here to help
transform lives by helping people find the services they need
by calling 211 OR by free online information and referral
services. While work to develop this service has started, the
public service will be fully available to Okanagan residents
in 2017.
Success By 6 – Early learning partnerships ensure
children have what they need to be successful by the
time they start school: socially, emotionally and physically.
Success by 6 invests in the healthy development of children
ages 0-6 through a partnership between local community
agencies, United Way of the Lower Mainland, United Way
CSO, Credit Unions of BC and the Province of British
Columbia.
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Community Events and Fundraisers
In 2015, the campaign achieved $1,253,257 from individual donors, workplace campaigns,
corporate donations, sponsorships and special events. United Way along with community,
corporate and media partners added several exciting new fundraising events. The year began
with leadership and community appreciation events replacing the traditional Spirit awards
to thank ALL contributors to the campaign. United Way special events, 3rd party events,
workshops and campaign kickoffs raised $188,350 towards the campaign.
Leadership Reception – Black Bear Bar & Grill
Falcons Play for United Way – Elks Stadium
South Okanagan Evening of Community Spirit – Poplar Grove Winery
Golf…the United Way – Kelowna Golf and Country Club
Central Okanagan Evening of Community Spirit – Sandhill Winery
Central Okanagan Workplace Campaign Kickoff – Coast Capri Hotel
Hockey Night in Canada’s Play On! – Street Hockey Tournament
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South Okanagan Drive Thru Kickoff Breakfast – Penticton Lakeside Resort
United Way 2015 Annual Report
– A Year in Review
18th Annual Maxine DeHart United Way
Drive Thru Breakfast – Ramada Hotel
2nd Annual United Way
Bus Pull – Downtown Kelowna
Gennext Masked Ball – Sandhill Winery
Giving Tuesday Okanagan - Civic Movement
Other 3rd Party Events/Fundraisers – Proceeds to United Way:
Delta Grand Easter Carnival
City of Kelowna - Civic Leaders Appreciation Event
Hudson’s Bay Company – Spring BBQ
Kelowna Actor’s Studio – August Osage County
Simply Art Show – Kelowna Palette Club
Peachfest Parade – BURNCO and Murray GM floats
GRM Golf Tournament
DKA Block Party – Dunk Tank
Together, we are possibility
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Leaders of the Way
Donor Spotlight
Donations of
$5000 +
Armstrong, Sean
Budd, Tom
Gilmore, Shelley
Hamilton, Brent
Knox. G. Denis
Schultz, Rodney
The Paul Lee Foundation
The Colin & Lois Prichard
Foundation
$2500 - $4999
As the ancient and oft repeated phrase says, “Charity begins
at home”. So it does in so many ways with United Way Central
and South Okanagan/Similkameen. First and foremost are the
recipients of United Way CSO’s efforts: children and adults of
our own community, who are provided not only with material
requirements but with support and resources to help themselves,
to grow and contribute on their own in their local environment.
On the other side of the equation, United Way’s donor campaigns
galvanize those fortunate enough to be in a position to give back;
employees, employers, companies, individuals; to work in a positive
spirit of cooperation which is rewarding and lucrative. Last but not
least, United Way works to educate the local community and raise
awareness about the issues surrounding poverty. A recent example
was the Poverty Simulation Workshop, providing the opportunity to
experience and cope with the challenges of falling on hard times. To
reach as many people as possible an online simulation has also been
made available. www.makethemonth.ca/Vancouver.
Thank you United Way. - Dr. Holly Stevens.
2015 Community Distinction Award Winner –
Jim Paterson
A long-time supporter of United Way in whatever community he lives
in, Jim has been a leadership donor for many years, sat on our Board
of Directors and countless committees both here and in Winnipeg
and was a core champion of the workplace campaign at the City of
Kelowna before retiring last year. Since moving to Kelowna, he and
his wife Dianne, have been dedicated to our community and our
valley as true champions of transformational change.
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Arsenault, Theresa
Bailey, Angela
Burns, Scott
Grimm, Paul
Harms, David
Holtby, Cairy
Ibbotson. J. Gary
Kellert, Barbara
Kinnear, Mark
Laloge, Ken
Mitchell, Paul
Nelson, Dr. Louise
Patricio, Victor
Reid, Robert
Russell, David
Saari, Matthew
$1000 - $2499
Abel, Barry
Achtymichuk, Lana
Amsler Bob
Irg, Sean & Jennifer Robins
Anderson, Leslie
Arnett, Michael
Babcock, Sharon
Bailey, Mary-Lou
Bains, Vikramdytt
Bakkeren, Augustinus
Barnes, Glenn
Barrow, Geoffrey
Basso, Dan
Bay, Andrew
Beames, Alison
Bedford, Karen
Bennison, Claudette
Dr. Berg, Darren
Bird, Dane
Borring-Olsen, Karen
Dr. Bottorff, Joan
Boucher, Pirjo
Bracken, Rusty
Brown, Bob
Brunton, Andrew
Burnett, Clarke
Buszard, Deborah
Buttenaar, Pieter
Bye, Murray
Cameron, Lorraine
Campbell, Grace
Campbell, Peter
Cattani, Edward
Dr. Chamberlain, Dr. Grant
Chisholm, Michael
Chomechko, Allana
Chrenek, James
Corbett,Wendy
Cousins, Curtis
Crowley, Mike
Davies, Bruce
DeHart, Maxine
Dickie, Mark
Dolson, Joan
Drapak, Tammy
Driscoll, Joseph
Duff, John
Edwards, Terry
Eisenhut, Neil
Ellison, Lang
Erickson, Karen
Evans, Scott
Fabris, Mary
Fleming, Stephen
Fort, David N.
Frost, Ruth
Gabelhouse, Dennis
Gall, Clayton
Gardiner, Shauna
Gilley, Ross
Givens, Cynthia
Glennie, Doug
Godlewski, Mark
Gopal, Raghwa
Gorniak, Shawn
Gothe, Ron
Guidolin, John
Hall, Bonnie
Hall-Szyszkiewicz, Melanie
Hamilton, Jim
Harman, Rian
Harper, Terry
HarveySmith, Frank
Haw, Darcy
Haynes, Linda
Hintz, Len
Hjorth, Jason
Hubber, Michael
Ingram, Richard
Jacob, George
Jefferies, Frank
Johnson, Sara
Jones, Marcia
Jones, Danny
Jongedjik, Gitta
Kakoschke, Warren
Kaminski, Rainer
Kavanagh, Trudy
Kharwar, Sukhjit
Kunz, Randy
Lade, Gordon
United Way 2015 Annual Report
United Way 2015 Honour Roll
Lambrecht, Tracey
Lawson, John
Leatherdale, Stuart
Dr. Lund, Charles
Lyttle, Amy
Mackenzie, Libby
Markus, Paul
Martens, Mike
Mathieson, Cynthia
Mayne, Rob
Mccormick, A.
McIntyre, Susan
Mckain, Blaine
McLean, James
Moffatt, Nick
Mohr, Deborah
Montford, Ian
Mortenson, Bud
Murdoch, Don
Newby, Robert
Nonis, Mark
Nyboe, Tracy
Olsen, Bruce
Orban, Steve
Paice, Avril
Paterson, Diane
Patton, Doug
Peters, Michael
Philip-Chan, Nancy
Posthumus, Brian
Proulx, Judy
Quaal, Aleta
Rains, A’Lana
Randall, Rebecca
Real, Rodick
Riva, Merle
Roberge, Joseph
Rooke, Wendy
Samuel, Aqil
Sandberg, Elizabeth (Lisa)
Sanders, Brian
Scanlan, Brian
Schneider, Heather
Schroder, James
Dr. Seigel, Stuart
Dr. Sherrin, Darrell
Silverstone, Dennis
Smith, Bruce
Smith, Robin
Somers, Pam
Spencer, Rhys
Steenson, Robert
Stef, Carl
Dr. Stevens, Dr. Holly
Stewart, Richard
Therres, Dawn
Thompson, Donald
Thubron, Brian
Thurnheer, Laura
Turri, Don
Tyner, Ross
Vernon, Alanna
Wagner, Franz
Walker, Bruce
Wells, Susan
White, Chris
Wong, Lynn
Woodward, Peter
Yee, Kelly
$500 - $999
Akafia, Henry
Allen, Lola
Andrichuk, Christine
Antonsen, Dale
Ashton, Colin
Baker, Peter
Dr. Banham, Heather
Behnke, Dennis
Bernard, Paul
Berrington, Wendy
Berting, Alfred
Berwick, James
Billey, Robert
Blais, Jonathan
Blaskovich, Pamela
Bourne, Jim
Bradford, Diane
Brownlie, Denise
Burnell, Angela
Campbell, Colin
Carels, Shawn
Carlson, Brent
Cavanaugh, Reg
Chung, Barry
Cleaver, Chris
Collins, Rob
Costerton-Grant, Allyssa
Craig, Donald
Cramen, Sandra
Creron, Joe
Crowe, David
Danyluk, Emily
Davidson, Randy
Degrazio, Mary
Dekker, Tim
DeVries, Sharon
Deyholos, Michael
Disbery, Ian
Dong, Julie
Dumka, Linda
Duncan, Graeme
Dusik, James
Edwards, Paul
Erickson, Vic
Fine, Robert
Finlay, Denise
Fisher, Leslie
Freeman, Patrick
Fricska, Gabor
Gautier, Dave
Gehrlein, Anita
Gemmell, Andrew
Gibson, Chris
Given, Gail
Goel, Jagdish
Graham, Karen
Grasswick, James
Grieve, Kevin
Gunn, Athol
Hahn, Jane
Hama, Joan
Hare, Carl
Harvey, Ken
Heickel, Jerry
Hodge, Carl
Holmes, Lynne
Hsieh, Sherry
Hymers, Rhonda
Isaac, irvin
Jacobs, Rohan
Janes, R.E.
John, Lora
Johnston, Jan
Johnston, Sarah
Jones, Elly
Jordan, Janice
Kakoschke, Katherine
Karstad, Lars
Kawamoto, Roy
Kelly, Yvonne
Kempf, Alfred
Kerr, David
Keyes, Daniel
Kirby, Christine
Knapp, David
Kok, Onno
Kost, Donna
Kraft, Dave
Krug, Robert
Lafleur, Judy
LaMonica, Holly
Liddle, Amanda
Lumsden, Pat
Lutzer, Charlotte
Lyons, Tim
Madsen, Vivienne
Maier, Brenda
Malin, Shelley
Marcolin, Barbara
Marshall, Rupert
Martineau, Diane
Mattiussi, Ron
Mcdonald, Eran
McEwan, Gary
McKenzie, Jennifer
McKitrick-Gillberg, Bridget
McMahon, Robin
McNeill, Alli
McVean, Et
Melnichuk, Yuliya
Merenick, Diane
Miller, Jack
Miller, Stuart
Milton, Ralph
Mitchell, Robert
Mohr, Desiree
Molyneaux, Corey
Morgan, Marianne
Morris, Randy
Murray, Jason
Newcombe, Alan
Nowoselski, Brian
Ohmann, Sonja
Otway, Vickie
Parkins, Ilya
Payer, Esther
Phillips, John
Pittman, Lyle
Poudrier, Pamela
Rasmussen, Anne-Marie
Regush, Heather
Reynolds, William
Rice-Macdonald, Tracy
Rich, Ted
Rogers, Mark
Roth, Cindy
Roy, Jules
Roy, Richard
Rozell, Daniel
Sattelberger, Cindy
Scanlon, Sinead
Schaffrick, Reinhard
Schulz, Blair
Sherwood, Ron
Smith, S.
Solmer, Ronald
Sourisseau, Paul
Spychalski, Kristopher
Stewart, Sheandra
Stiell, Rosemay
Stone, J.M. & D.E.
Strang, Diane
Tanner, Tammy
Teetzel, Ian
Torgerson, Martha
Vanasse, Karen
Vanwicklin, Byron
Vrcic, Sonja
Walsh, Christene
Wand, Patricia
Ward, Kim
Ward, Ellen
Dr. Weisbeck, John
Wheeler, Janet
White, Terry
Wilson, Gwynneth
Wilson, Audrey
Wipfli, Heather
Wirch, Monica
Wood, Sydney
Woods, John
*Disclaimer: This list was compiled according to our campaign records. If your name is misspelled, missing or you
aren’t being recognized according to your wishes, please contact our office so we can correct our records.
Together, we are possibility
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Workplace Campaigns
Acklands-Grainger Inc.
BC Hydro
BCAA - Kelowna, Westbank, Penticton
BDO Canada LLP
Bell Canada
Best Buy
BMO
BURNCO Rock Products LTD.
Business Development Bank of Canada
Canada Border Services Agencies - GCWCC
Canada Post
Canada Revenue Agency - Penticton & Kelowna
Canadian Red Cross
Canadian Western Bank
CIBC
City of Kelowna
CMA/MD Management Physician Services
Corix Utilities
Costco Wholesale
Crowe MacKay LLP
Delta Grand Okanagan Resort
Enterprise Rent-a-Car
Environment Canada
ESRI Canada
Farm Credit Canada
Farris, Vaughn, Wills, Murphy LLP
FortisBC Holdings LTD.
GCWCC Federal Government Retirees Kelowna
GCWCC Federal Government Retirees Penticton
GE Canada
Gorman Bros. Lumber LTD.
Great West Life Assurance Company
Helping Hands Club of WorkSafeBC
Hospital Employees Union
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HSBC
ICBC - Penticton
Interior Savings
Interior Savings Insurance - Kelowna & Oliver
Investors Group Okanagan
Janssen-Ortho Inc.
Kelowna Community Resource Society
Kelowna Women’s Shelter
London Drugs - Kelowna, Westbank, Penticton
Melcor Developments LTD.
MNP LLP
Morrow Environmental Consultants Inc.
National Reseach Council
Natural Resources Canada
Nulla Bona Holdings LTD.
Okanagan College
PCL Constructors Westcoast Inc.
Prospera Credit Union
Pushor Mitchell Lawyers
RBC
Regional District of Central Okanagan
RioCan Real Estate Investments
School District #23
Scotiabank
Service Canada - Kelowna & Penticton
Shaw Communications Inc.
Shell Retirees
South Okanagan Integrated Community
Services Society
Spectra Energy Transmission
Suncor Inc.
Summerland Research & Development Centre
TD Canada Trust
TransAlta Corporation - Retirees
UBC Okanagan
UPS
Valley First Credit Union
Veterans Affairs Canada
United Way 2015 Annual Report
Community and Corporate Partners
Arctic Spas
BC Transit
Best Western
Black Bear Bar & Grill
Braedy Mack Fishing Charters Tofino
Brainex Canada LTD.
Bronag Contracting LTD.
Beach Tek Inc.
Central Okanagan Foundation
Claremar Community Enterprises
Coast Capri Hotel
Community Foundation of South Okanagan
Corix Control Solutions LP
Coast Capital Savings
Global Roadway Maintenance INC.
GolfTEC
Grant Thornton Chartered Accountants
Graycon Group
Harmony Acura
Harmony Honda
Hudson’s Bay Company
IGA Marketplace
Jane Hoffman Real Estate Services LTD.
KGH Foundation
Kelowna Actor’s Studio
Kelowna Falcons
Kelowna Golf & Country Club
Kelowna Insta-Print
Kelowna Palette Club
Lake City Casinos - Kelowna and Penticton
Legend Photography & Design Ltd
Melt Day Spa
Moxie’s
Nature’s Fare Markets
North Okanagan Labour Council
Okanagan Chrysler Jeep Dodge LTD.
Okanagan Spirits
Pacific Sands Beach Resort
Papa John’s Pizza
Penticton Lakeside Resort & Conference Centre
Play It Again Sports
Poplar Grove Winery
ProSign
Purdy’s Chocolates Ltd.
Quail’s Gate Winery
Ramada Hotel & Conference Centre
Revy Social Committee
Sandhill Winery
Sherwood Signs and Graphics
Spincaster Productions INC.
South Okanagan Boundary Labour Council
Sun Rype
T.G. Pinsonneault M.D. INC.
Telus Community Affairs
The Apple Barn
The Co-operators - Rutland
Together, we are possibility
The Lamar Companies
Tim Horton’s - Penticton
Total Restoration
United Workers Association
Urban Development Institute OK Chapter
Valley First Credit Union
Vic Van Isle Group
W. Tod Alstad Insurance Wealth & Employee Benefits
Watermark Beach Resort
Westkey Graphics & Printing
Wilson M. Beck Insurance Services
Your Dollar Store with More Inc.
Thanks
To our Media Partners:
13
United Way of the Central & South Okanagan/Similkameen
Statement of financial position
2016
January 31
Assets
Current
Cash and cash equivalents
Investments
Pledges receivable
Accounts receivable
Prepaid expense
GST recoverable
$
$
632,154
80,658
Investment of reserve funds
Tangible capital assets
Liabilities
Current
Payables and accruals
Deferred revenue
Government remittances payable
Allocations payable
507,180
171,746
593,269
26,656
2,928
1,301,779
2015
428,337
192,388
515,745
25,061
4,697
15,028
1,181,256
815,612
89,620
$
2,014,591
$
2,086,488
$
75,027
17,282
6,448
1,087,399
1,186,156
$
149,261
18,768
1,003
974,368
1,143,400
Net assets
Internally restricted contingency reserve
Internally restricted tangible capital asset reserve
Internally restricted strategic investment reserve
Invested in tangible capital assets
Unrestricted
557,377
12,716
62,061
80,658
115,623
828,435
$
2,014,591
557,377
8,235
250,000
89,620
37,856
943,088
$
2,086,488
Prepared by Management.
For the complete set of audited financial statements, visit unitedwaycso.com or email: info@unitedwaycso.com.
14
United Way 2015 Annual Report
2015 – 2016 Financial Statements
United Way of the Central & South Okanagan/Similkameen
Statement of operations and allocations
2016
Year ended January 31
Revenue
Donations
- Designated and undesignated
- Recovered (uncollectible) pledges, net
$
1,045,887
(29,094)
1,016,793
2015
$
1,101,126
(4,786)
1,096,340
5,000
188,350
38,999
10,041
270
10,436
1,269,889
1,018,161
118,096
65,176
11,867
753
2,310,393
Expenses
Fundraising expenses
404,049
364,425
Net revenue available for programs
865,840
1,945,968
Program expenses
Allocations
195,193
785,300
980,493
243,123
966,331
1,209,454
Bequest
Special events
Interest
Grants
Other
Gifts in-kind
Net (expenses) revenue
$
(114,653)
$
736,514
Treasurer’s Report
The 2015 United Way campaign saw a continued engagement from our donors which allowed us to sustain our
investment back into community. A generous donor bequest last year allowed us to create a reserve structure to ensure
our future community needs were met.
This year, the Board has utilized this reserve to invest in some exciting multi-year opportunities such as the Family Hub and
BC 211, exciting initiatives that will benefit our community for years to come.
Sinead Scanlon, CPA, CA Treasurer
Together, we are possibility
15
Together, we are possibility
202—1456 St. Paul St.
Kelowna, BC V1Y 2E6
P: 250-860-2356
F: 250-868-3206
Toll-free: 1-855-232-1321
E: info@unitedwaycso.com
unitedwaycso.com
#wearepossibility
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