2016-2017 Report to the Community

201617 REPORT TO THE COMMUNITYUnitedWayof Indian River County United Way of Indian River County

DEAR FRIENDS, We are happy to report that our 2016-2017 annual campaign raised the highest amount in our history with a record $3,051,063. Campaign Co-chairs, Kyle and Debbie Morgan led the effort which involved hundreds of volunteers including a Campaign Cabinet, Loaned Executives, Employee Campaign Coordinators, Torchbearers, Elite Campaign Sponsors, Workplace Partners, and Direct Mail Volunteers. Donors were generous and we appreciate the confidence they have in our work and the way we do business. We shared some good news in February 2017 from the ALICE Report Update released by the United Way of Florida. The report provides county-by-county, city-level data and analysis of how many households are struggling, including the obstacles ALICE, (Asset Limited, Income Constrained, Employed), households face on the road to financial independence. Median household income increased, and households living below the ALICE threshold decreased. Unfortunately, the household survival budget increased. Learn more about ALICE and see the full report here UnitedWayIRC.org/alice. Our Volunteer Income Tax Assistance program increased the number of prepared tax returns by 32%. 760 returns were filed bringing a refund amount of $794,053 back to this county. Tax preparer cost savings were estimated at $133,000. United Way’s partnership with H&R Block and its My Free Taxes software program allowed free federal tax preparation and filing which streamlined the task for families, individuals, and our volunteers. We also increased the number of tax filing support locations to five, making the service more accessible to Indian River County residents. The 4th annual Jackie Robinson Celebration Game was enjoyed by almost 7,000 fans at Historic Dodgertown’s Holman Stadium on April 15. The St. Lucie Mets and Kissimmee Fire Frogs played a regular season minor league baseball game at what has become a phenomenal community-wide event that is inspirational, family friendly, affordable, and lots of fun. Watch for information on the upcoming game scheduled for Jackie Robinson Day, April 15, 2018. United Way of Indian River County continues to do the critical but largely invisible work required to reach community goals – we recruit people to the cause, get commitments for action, and pull together the expertise and resources that get it done. We invite you to help us change lives. Visit UnitedWayIRC.org to follow our work and find meaningful opportunities for service. Sincerely, Michael Kint Susan Adams Chief Executive Officer Board Chair

YOUR 16-17 BOARD OF DIRECTORS Susan Adams, Chair Katie Kirk Board of County Commissioners Daland Corporation Marsh Landing Margo Lind Erin Grall, Chair-Elect Seacoast Bank Florida State Representative, District 54 Grall Law Group Melissa Medlock Melissa M. Medlock, CPA, P.A. Jennifer Peshke, Secretary Law Offices of Jennifer D. Peshke, P.A. Beth Mitchell Sebastian River Area Chamber of Commerce Karl Williams, Treasurer Marine Bank and Trust Company Dr. Katie Nall Indian River State College Randy Riley, Immediate Past Chair Jeffrey Petersen Gregory Rogolino, Community Impact Committee Chair Merrill Lynch Publix Supermarkets Alan S. Polackwich, Sr. E. Fred Augenstein The Ad Agency Dr. Mark Rendell Indian River County School District Jan S. Beck Troy Corporation Jeffrey Schlitt Schlitt Services Dr. David Becker Jonathan Schwiering John F. Beckert Vero Insurance Troy Corporation Jeff Smith Christopher Bieber Indian River County CenterState Bank Clerk of the Circuit Court and Comptroller Anthony P. Guettler Gould Cooksey Fennell Rev. Benny Rhyant New Mt. Sinai Baptist Church Miranda Hawker Florida Department of Health in Indian River County Colonel Martin Zickert USAF, Retired YOUR 16-17 UNITED WAY STAFF Caitlin Puppo, Workplace Campaign Manager Eve Ballance, Community Impact Coordinator Michael Kint, Chief Executive Officer MaccaEna Gannat, Campaign Associate Meredith Egan, Chief Operating Officer Sydney Mihailoff, Campaign Associate Tracey Segal, Campaign Director Lindsay Burcham, Office Assistant Melissa Ogonoski, Director of Finance Marylyn Rogers, Volunteer Receptionist Margaret Ostman, Marketing Director Pam McCollum, Marketing & Communications Assistant Nate Bruckner, Director of Community Impact

MISSION To improve lives by mobilizing the caring power of communities. VISION United Way of Indian River County will proactively build a strong, healthy, and caring community. United Way will bring our community together to focus on the most important human needs by building partnerships, forging consensus and leveraging resources to make a measurable difference.

DAY OF CARING Day of Caring was interrupted by Hurricane Matthew, but the annual volunteer event was quickly rescheduled and took place on October 22, 2016. Approximately 200 volunteers rearranged their plans and spread out around Indian River County providing assistance to local agencies and schools. Our second Born Learning Trail was constructed at Little League Park in Fellsmere. Born Learning Trails consist of a series of 10 interactive signs along with painted sidewalk images guiding parents, grandparents and caregivers 30 TEAMSways to turn everyday moments into fun learning opportunities 200 VOLUNTEERS

COMMUNITY IMPACT UWIRC is focused on education, financial stability and health because those are building blocks of a good quality of life, and the pathway to opportunity.   A good education is essential to getting a good job with a livable wage and health benefits. Financial stability can ensure that today’s needs are met and provide the opportunity to save for tomorrow. Access to quality healthcare keeps children on track in school and adults productive at work. Remove any one building block, and the other two topple. Build them all up, and we have a strong foundation for collective success. With your support, we better prepare children to enter kindergarten ready to learn, to read at grade level by the third grade, and stay on track to graduate high school and go on to being college or career-ready. We help more working individuals and families improve their financial literacy and stability. We help build a healthier community for all children, adults, families and seniors, and support our most vulnerable neighbors when they need a hand up most. Learn more about UWIRC work in community impact here UnitedWayIRC.org/communityimpact HEALTH HEALTHY Community Goal: By 2020, improve IRC residents community physical and mental health by 10% in the following areas: healthy weight, major depressive episodes, and ability to live independently and improve the quality of life for mothers, infants and children by 10% in the areas of children’s oral health, child abuse, prenatal care, children’s mental health and childhood obesity. Achievements from clients served in UWIRC funded programs: 100% children had year-round healthy choices for eating and physical activity in the community. 99% maximized their ability to live in a safe environment with independence and dignity. 92% of those impacted by violence are empowered to move beyond crisis 68% were better able to function because necessary medical services are accessible.

CHILDREN EDUCATION succeeding Community Goal: By 2019, 85% of children will enter Kindergarten ready to succeed, 90% of 3rd graders will perform on grade level, and 90% of High School students will graduate on time Achievements from clients served in UWIRC funded programs: 85% improved literacy, communication and critical thinking abilities. 52% performed at or above grade level in core subjects. 72% developed habits and skills that will help them succeed. 83% resisted peer pressure to participate in unsafe activities. FINANCIAL STABILITY Community Goal: By 2020 a third of lower income SAVING families in Indian River County become more financially stable. for the future Achievements from clients served in UWIRC funded programs: 760 free tax returns prepared by VITA volunteers. 86% obtained and maintained safe and affordable housing. 89% developed the necessary skills to obtain and maintain employment. 89% developed the necessary skills to obtain and maintain employment

EVENT SPONSORS Bayer Crop Science Einstein Bros Bagels Johns Island Real Estate Bernard A. Egan Foundation Fidelity Investments Key Plex Brackett Foundation Florida Irrigation Maintenance, Inc. Kmetz, Nuttal, Elwell, Graham, PPLC Chick-Fil-A George E. Warren Corporation Massey Romans Wealth Management Countryside Citrus Gould Cooksey Fennell Team of Raymond James Crop Production Services Great Smile Dental McDonalds Decco US Post Harvest, Inc Health First Health Plans Monsanto Diamond R. Fertilizer Indian River Press Journal & TC Palm Morgan, Jacoby, Thurn, Boyle DuPont Crop Production JBT Food Tech & Associates

Nelson Morgan Wealth Management – Merrill Lynch Northern Trust PNC Bank Publix Super Markets PURE Insurance Route 60 Hyundai Syngenta Vero Insurance Waste Management

ANNUAL CAMPAIGN Kyle and Debbie Morgan, 2016-2017 Campaign Co-chairs, began their efforts leading our annual fundraising campaign in June. They brought together hundreds of people who helped make this campaign a success, which included the Campaign Cabinet, Loaned Executives, Employee Campaign Coordinators, Torchbearers, Elite Campaign Sponsors, and Workplace Partners. The single largest check in UWIRC history was received during this campaign. Publix Super Market Charites generously donated $251,300, in addition to employee pledges and contributions. Our Thank You event was held in March to recognize all United Way volunteers. Clients from Big Brothers Big Sisters, Children’s Home Society, Healthy Start Coalition, Literacy Services and Youth Guidance, joined together to share their thanks and reveal the amount raised during our annual campaign. A record, $3,051,063 was announced. This is the largest amount raised to date by an United Way of Indian River County campaign. ELITE CAMPAIGN SPONSORS Alex MacWilliam Real Estate Florida Power and Light Company Northern Trust Armfield-Wagner Appraisal Gould Cooksey Fennell Rehmann Graves Brothers Company Schlitt Insurance Services, Inc. & Research, Inc. Kmetz, Nuttall, Elwell, Graham, CPA’s USI Insurance Services Brewer International Marine Bank & Trust Company Wilmington Trust, N.A. Brite Future Electric Morgan, Jacoby, Thurn, Boyle CenterState Bank Disney’s Vero Beach Resort & Assocsates TORCHBEARERS Indian River Medical Center Piper Aircraft, Inc. Indian River Press Journal & TC Palm Publix Super Markets Bank of America IRC School District Rossway Swan Tierney Barry Bernard A. Egan Foundation, Inc. IRC Sheriff’s Office Brown & Brown Insurance Marine Bank & Trust Company Lacey & Oliver, P.L. Disney’s Vero Beach Resort Northern Trust Seacoast Bank Florida Power and Light Company Wells Fargo Indian River County

2016-17 Workplace Partners Workplace Partners coordinate United Way campaigns at their respective businesses giving their employees easy opportunities to be charitable. United Way campaigns are known to build morale and encourage a sense of teamwork. Partnering with United Way links employees with resources, they have a better understanding of services available in our community. If you have demonstrated a commitment to your employees and the broader community through your past support of United Way, thank you! AT&T Harbor Community Bank Primary Care of the Treasure Coast AYS Employee Leasing HealthSouth Proctor Construction Co. Bank of America Hibiscus Children’s Center Publix Super Markets Best Buy Store # 816 Imagine School South Vero Raymond James & Associates Big Brothers Big Sisters Indian River County Redlands Christian Boys & Girls Clubs of IRC Indian River County Brown & Brown Insurance Migrant Association CASTLE Health Department Regency Windsor Companies CenterState Bank Indian River Medical Center Rehmann Childcare Resources of Indian River Press Journal Riverside Theatre Rossway Swan Tierney Barry Lacey Indian River & TC Palm Children’s Home Society Indian River State College & Oliver, P.L. City of Fellsmere IRC Clerk of Circuit Court SafeSpace City of Sebastian IRC Healthy Start Coalition Samaritan Center City of Vero Beach IRC Property Appraiser’s Office Schlitt Insurance Services, Inc. Colton, Williams & Reamy, CPA’s IRC School District Seacoast Bank Comcast Cable IRC Sheriff’s Office Sebastian River Medical Center ConstructConnect IRC Supervisor of Elections Office Senior Resource Association Croom Construction Company JCPenney Company Space Coast Credit Union Cypress Trust Company John’s Island Real Estate Company Substance Awareness Center of IRC Dasie Hope Center Kmetz, Nuttall, Elwell, SunTrust Bank Dillard’s Department Stores, Inc. Target Disney’s Vero Beach Resort Graham, CPA’s TD Bank Donadio and Associates Law Offices of Jennifer Peshke The Arc of Indian River County Drug Abuse Treatment Association Law Offices of John E. Moore, III The Hill Group Economic Opportunities Council Literacy Services of IRC TJ Maxx / Marshalls / Homegoods Lowe’s Companies, Inc. Town of Indian River Shores of IRC M. A. Ford Manufacturing Co. Treasure Coast Community Health Education Foundation of Macy’s Tykes and Teens, Inc. Marine Bank & Trust Company United Parcel Service Indian River County, Inc. Mental Health Association United Way of IRC Elliott Merrill Community Mgt. Mid Florida Credit Union Velcro USA, Inc Enterprise Holdings Foundation Morgan Stanley Smith Barney Vero Beach Museum of Art, Inc. Federal Express Corporation Morgan, Jacoby, Thurn, Boyle Vero Insurance Fellsmere Farms Visiting Nurse Association of the Florida Atlantic University & Associates Treasure Coast Florida Floor Fashions National Bank of Commerce Walmart Florida Power and Light Company Northern Trust Wells Fargo George E. Warren Corporation Nylacarb Corporation Wilmington Trust, N.A. Gifford Youth Achievement Center Omni Financial Windsor (Torwest) Gould Cooksey Fennell Orchid Insurance Youth Guidance Grall Law Group Parker Hannifin Corporation Grand Harbor Management Piper Aircraft, Inc. PNC Advisors

2016-2017 CONTRIBUTIONS Skip and Pat Hauser, Hauser Family Foundation Robert B. and Janet A. Hoffman Foundation Alexis de Tocqueville Society Mr. and Mrs. Timothy A. Hultquist The Kahle Foundation Fritz and Gay Blaicher, Chairs Ralph T. King Mr. Arthur Kontos and Mrs. Jill Kerwick-Kontos Ordre d’Egalité ($50,000 - $74,999) Roy and Patsy Lambert Mr. and Mrs. Robert P. Luciano Edward and Sherry Ann Dayton Joseph L. and Sarah S. Marcum Jim and Jean Kelly Jim and Melinda Marley Mr. and Mrs. Robert F. McCabe Mr. and Mrs. John N. McConnell, Jr. John and Susan McCord Ordre d’Liberté ($25,000 - $49,999) Betty and Jim McDonald ** Edward and Dawn Michael Clark Charitable Foundation, Mr. and Mrs. Guy Mitchell, Jr. Mr. and Mrs. A. James Clark Mr. and Mrs. Charles W. Moritz Chad and Lisa Morrison Whitney and Betty MacMillan Carol and Reg Newman Raymond J. and Sonia McGowan Sharon and David Northrup John E. Moore, III, and Lee Robinson Moore Ed and Jan Pillard Jack and Mollie Rogers Michael and Anne Rhoads Mr. and Mrs. O. Griffith Sexton Marjorie Hopwood Richardson King and Dace Stubbs Mrs. David K. Welles, Sr. and Danforth Kidd Richardson ** Don and Patsy Riefler Membres de la Société ($10,000 - $24,999) Mr. C. Graydon Rogers Sandy and Randy Rolf Norman and Ann Baker Susan and Larry Salustro Ann and Drew Barton David and Betsy Sams Bill and Mary Ann Becker Mr. and Mrs. William P. Scully John and Jean Beckert Mr. and Mrs. Thomas F. Slater Mr. and Mrs. James G. Berges Bill and Lindy Street Mr. E. Garrett Bewkes, Jr. Tom Theobald and Deborah Good William and Marcia Blackburn Lois and Jim Thompson, Fritz and Gay Blaicher Duane and Dorothy Bluemke in honor of J.A. “Coach” Thompson Mr. and Mrs. Theodore W. Brickman, Jr. Mr. Gilford B. Walker, Vaughn and Nancy Bryson Mr. Richard J. Canty and Ms. Hope B. Woodhouse Camp Younts Foundation John W. Childs Michael and Susan White Mr. and Mrs. Christopher Clifford Judy and Kent Whittaker Mr. and Mrs. Edward E. Crutchfield 2 Anonymous Donors Marybeth and Chuck Cunningham John H. and Susan Dobbs * – Deceased Mr. and Mrs. David Dyer Bill and Laura Frick David and Louise Garfield Richard J. Greene Mr. and Mrs. Bruce L. Hammonds Susan and Paul Hanson Barbara D. Hauptfuhrer, in memory of Bob

2016-2017 CONTRIBUTIONS Miriam Grabow Graves Brothers Company Leadership Donors Woody and Ethel Haselton Mr. and Mrs. Samuel B. Hayes III Diamond Circle Carter and Susan Hopkins Mr. and Mrs. Thomas C. Hopkins Susie and Bill MacDonald Indian River County Bar Assoc. Ms. Andrea Muller Kip and Mary Jacoby Mr. and Mrs. Aben E. Johnson Platinum Circle Mr. and Mrs. James Johnson Ms. Katherine Kirk Mrs. Herman F. Becker Mr. Jesse G. Knipshild John and Jean Beckert James Large, M.D. Susan and Dick Bergeman Mr. and Mrs. William E. Lower Mr. and Mrs. William D. Biersach Mr. and Mrs. Richard Lowry Barbe Bonjour Pike Lynn and Robert Maddaloni Mr. and Mrs. William C. Buck Dennis and Karen Marlo Amy and Cecil Conlee Mr. James M. McLaughlin Thomas L. and Carol M. Corr Mr. and Mrs. Robert S. Morrison Mr. and Mrs. Dennis Ferro The Thomas F. & Clementine L. Mullan Foundation Andrew and Betsy Forrester Mrs. Jean W. O’Connor J.M. Hopwood Charitable Trust Mr. and Mrs. John O’Steen Barclay and Dennis Kass Jerry and Patricia Perkins Mr. and Mrs. John L. Kelsey Gary Phillips Mr. and Mrs. Philip Kemper Mr. and Mrs. Dean Phypers Mr. and Mrs. John La Duc Natasha J. Potter Kate and Chet Lasell Rebecca S. Richardson The Luther Family Foundation, John and Nancy Luther Jack and Penny Rohrbach Mrs. Lee D. Robinson (Toni) Jane and Jim Schwiering Mr. and Mrs. John L. Salmon Mr. and Mrs. John Scott Mr. and Mrs. Francis Vincent, Jr. Mrs. John C. Scully Mr. Kenneth L. Wessel Muddy Pond Trust Fund Mr. and Mrs. James B. Wigdale Mr. and Mrs. Joseph E. Smith and 2 donors who wish to be Anonymous John and Terry Souza Michael and Doreen Sproule Gold Circle Diane and Norval Stephens Mrs. Charlotte S. Stifel Susan P. Adams Rosanne and Jeffrey L. Susi Mr. and Mrs. Kim C. Anderson Mr. and Mrs. Andrew Taylor Mrs. Nancy Baron Robert Theis Mr. and Mrs. Robert W. Bauchman Mr. and Mrs. Peter M. Thompson Mrs. Ann J. Bowling Mr. and Mrs. Robert E. Washburn Mr. Robert G. Bowman Mrs. Jennifer Watson Mr. and Mrs. Robert E. Byrket Mr. W. Peter Williams Susan L. Chenault Mr. and Mrs. William Windsor, Jr. Dr. and Mrs. Robert P. Christopher Mr. and Mrs. Henry M. Woodhouse Mr. and Mrs. John F. Curley Anonymous Lola and Andre DiGiuseppi Mr. and Mrs. John F. Donahue Gale and George Dorsey Mr. and Mrs. H. James Field, Jr. Mr. and Mrs. Bernard M. Freeman David and Lynn Geiser

2016-2017 CONTRIBUTIONS Silver Circle Mary L. Casey Steve and Mary Evans Susie and Loring Catlin Barrie and Joe Fahey JJason Adams Ms. Donna Caudill James Falabella Linda Aiken, V.M.D. Mr. and Mrs. William H. Chadwick Mr. and Mrs. Gary Fischer Scott and Gail Alexander Ms. Bridgette Christoffersen David FitzSimons Bob and Becky Allen John Christoffersen Thomas and Joy Flaherty Jay Anglada Mr. and Mrs. Jonathan M. Clark Mrs. Florence B. Fowlkes Lois W. Appleby Mrs. Rosalen E. Cline Stephen Frame Mr. and Mrs. Toby Arnheim Mr. and Mrs. Stephen C. Coley Mr. and Mrs. Charles P.A. Frankenthal Herb and Vicki Aspbury Mr. Thomas Collins Mr. and Mrs. William H. Friesell Willy Aspervil Faylene Cook Patti and Ted Frith Ms. Carol Atkinson Ross and Connie Cotherman Michael Frothingham Lyssa Avery Stella and Paul Covill Mr. Kyle Gabbard Kathleen Baggett, M.D. Ms. Helan Cox Stephanie Gallagher Steve and Lucia Bailey D. Lorne and Jane R. Coyle Carrie Gates Mr. and Mrs. A. Charles Baillie Mr. John Crisel Mr. John Geany Mrs. Elliot A. Baines Ms. Rae Crisel Paul M. Genke and Lila Blakeslee Mr. and Mrs. Emanuel Balkin Mrs. James Currie Mr. and Mrs. Michael Giessert Mr. and Mrs. Peter Balsamo Bill and Nancy Curtis Chris and Amy Glauber Mr. and Mrs. Robert Barrows Stewart’s Shops and The Dake Family Mrs. Neil B. Glenn Ralph and Natalie Bartlett Heather Dales Daniel and Robin Glotzer Mr. and Mrs. C. Randolph Beard Laqusia Daniels Mr. Timothy Glover Jan and Marla Beck Mrs. and Mr. Donna Davis Tiffany and Frank Sr. Goodwin David J. Becker, M.D. Javon L. Dawkins Bernie & Marge Grall Jayne and Paul Becker Mrs. Olivia Delacruz Mrs. Mary P. Graves Mr. and Mrs. Samuel Bell, Jr. Katharine and Rohit Desai Lesia and Doug Graybill Mr. and Mrs. Lee Bertman Mr. and Mrs. J. Hugh Devlin Mr. David Gregg, Jr. Chris Bieber & Amber Bieber Mr. and Mrs. Richard M. DeVos, Jr. Mr. and Mrs. Brian Griffin Mr. and Mrs. Peter I. Bijur David A. DeWahl and Leah K. Scott Mr. Anthony Guettler Dan and Tracy Bockhorst Joshua Diaz Mr. and Mrs. Tyler Guettler Mr. Arthur Bond Chris DiBenedetto Mr. and Mrs. Lawrence Guffey Mr. and Mrs. Frederick W. Bowers Mr. & Mrs. S.H. Doggett, III Mr. and Mrs. Herbert W. Gullquist John and Carolyn Bowers Mr. and Mrs. J. Bennett Donaldson, Jr. Keysha and Family Mrs. Estelle Brashears Rene and Alice Donars Mr. and Mrs. Roger Haines Sheryl Brecht John and Jan Donlan Mr. and Mrs. Samuel S. Hall, III Brewer International Mr. and Mrs. Stephen Dubord Mr. and Mrs. Edwin Hallberg, Jr. Michael Briante Francis Dugan Mr. Devlin Hamilton Mr. and Mrs. Raymond C. Brophy Mr. and Mrs. Edward B. DuPont Bill and Pat Hamlin Gavin Brothers Mr. James Durbin Mrs. George F. Hamner, Sr. Victoria Brothers Mr. and Mrs. Carlton C. Durling Mr. and Mrs. James H. Hance, Jr. Allen and Kelly Brown Mr. and Mrs. LeRoy Eakin,III Mr. and Mrs. John V. E. Hardy Ms. Carole Beecher Brown Ms. Keondra Eberhardt Robert Harris and Jeanine Harris Jim Brown Mr. and Mrs. Andrew Eberstadt Ms. Crystal Hart Mr. and Mrs. A.H. Burchfield, III Ron and Kathy Edwards Mike Havens Julie and Peter Burchfield Chris & Becky Ellis Mrs. Miranda Hawker Mr. and Mrs. Michael Burns Dr. and Mrs. A. Willard Emch Mr. and Mrs. Raymond A. Hay Mr. and Mrs. Jim Byrnes Brad and Rebecca Emmons Robert P. and Carol T. Henderson Lewis and Scottie Campbell Mr. and Mrs. Bradford Endicott Mrs. Edwin K. Hoffman Jie and Sam Carroll Mr. and Mrs. Nicholas M. Evans Home Instead Senior Care Milando R. Casas

2016-2017 CONTRIBUTIONS Ryan Hooker Miss Alma Lee Loy Mr. and Mrs. Francis Oatway Mr. and Mrs. Albert C. Horton Mrs. William Ludwig Dick and Lois Oehme Mr. and Mrs. G. Michael Hostage Kim Luttinger Mr. and Mrs. Raymond J. Oglethorpe Jr. Mr. and Mrs. Edward K. How, Jr. Nancy & Roger Lynch Mrs. Roberta Olsen Mr. and Mrs. Louis Hoynes, Jr. Mr. and Mrs. R. Donald MacDougall Mr. and Mrs. Robert P. O’Meara John and Tracey Hrusovsky Gregory and Debbie MacKay Jay Owle Mr. and Mrs. William N. Hudson Tom and Cheryle Mackie Euvien and Maribel Paciencia Rick and Laura Hurley Mr. and Mrs. Harold Mackinney, Jr. Ed and Tibra Parker Insite Solutions, Inc. Mrs. Barbara MacPherson Ms. Camiella Patterson Dr. and Mrs. Robert S. Janicki Mr. and Mrs. Donald A. Macrae Elizabeth A. Patton Jerome Jefferson Barry and Robin MacTaggart Syndy & Rick Patzlaff Dr. and Mrs. Leander Jennings Mr. and Mrs. W. Neely Mallory Mr. and Mrs. Eric W. Peniston, Jr. Mr. and Mrs. Robert B. Johnson Mr. and Mrs. Gordon S. Mann Bill and Karen Penney Jerry and Cheri Jones Ms. Caroline Markfield Mr. and Mrs. Jonathan Peshke Ronald & Latoya Jones Kathryn Marshall Jeffrey and Lisa Phillips Roger and Lisa Jones Mr. Michael Paul Massey Ms. Alexis Piakis Mrs. Elizabeth Judd Joe and Jennie Massimino Alan and Deborah Polackwich Mr. and Mrs. Henry K. Justi Nancy McCormack Tom and Cheryl Porter Susie and Fred Kasten Mr. and Mrs. Eugene F. McCulloch, Jr. Mr. and Mrs. Frederic Powers, III Mr. Jay Kaup Mike McGee Mrs. Frederic B. Powers, Jr. Mr. Brian Keefer Mike McGee Mr. and Mrs. Theodore W. Price Jordan and Marsha and Braylon Keller Dr. and Mrs. David J. McKenna Mr. and Mrs. David L. Pyles Micheal Kemper Ruthie and Alan McNally Mr. and Mrs. Robert D. Reisman Patricia and James Kielley Mrs. Phoebe Meehan Jesse Richard Mr. Timothy Kilbourne Jamy Meliti Kyle Riggsby Mrs. Robert C. Kingston Mr. and Mrs. Edwin Mellett Randy Riley Mr. and Mrs. Albert Kirk Nick and Liz Melnick Timothy R. Ring William & Valerie Kirk Karen Meyer Mr. Fabio Roberti Jay and Linda Knoll Jeff Michael Ms. Marylyn Rogers Mr. and Mrs. William Koman Ms. Nina Miller Baranchuk Greg and Elizabeth Rogolino Ms. Amy Kornfield Josh Miller Mr. William Romans Rosemary F. Kotkowski Mr. and Mrs. James N. Mills Mr. Joseph Rooth Joseph Kowalczyk Nancy and Dick Milsten Mr. and Mrs. John M. Roth Mr. and Mrs. Brian Kroh Robert C. Mitcheltree Mrs. Thomas S. Royster John C. and Mary P. Kurtz Mr. and Mrs. Joseph M. Mollmann Mr. and Mrs. John D. Rusher III July and Lou Lafage Mr. and Mrs. James E. Moltz SAD Foundation DeDe Lambert Deandra Monroe Robert Saitta Mr. William W. Lane Mark Morein Mr. and Mrs. Richard E. Sameth Siera & Christopher Larsen Gary Morgan Jr. Mr. Philip Sargent Patrick and Kay Leary Mr. and Mrs. Keith H. Morgan James and Suzanne Savoie Mr. and Mrs. Alain Lebec Kyle and Debbie Morgan Mr. and Mrs. J. William Sayler Mr. and Mrs. Peter Lee Mr. and Mrs. Peter M. Mortimer Jeff and Cassie Schlitt Timothy A. Lei Joseph E. Mullaney, Esq. Bob Schlitt Jr. Mrs. Charles M. Leighton Ms. Miriam Munoz Mr. and Mrs. James E. Schneithorst Ms. Martha G. Lemasters Sam and Gail Murdough Schommer Properties Randy Lewis Edward Murphy, M.D. Carolyn and Bill Schrader Mrs. Margo Lind Tom Nelson Mr. S. Van Zandt Schreiber Barbara S. Longfellow Lam Nguyen Mr. and Mrs. Frank C. Schroeder Adrienne and Lou Lower Mr. and Mrs. Gary Oakley John and Kathi Schumann

2016-2017 CONTRIBUTIONS Mr. and Mrs. H. Axel Schupf Megan Rose Sullivan Lisa White Warren and Virginia Schwerin Peter and Terry Sullivan Mr. Michael White Michaela Scott, M.D. Mr. and Mrs. Warren S. Sumner III Herb and Nancy Whittall Linda and Peter Seed Mr. and Mrs. William Surette Mr. and Mrs. LeRoy Wilbur Sean P. Seevers Michael and Leslie Swan Robin & Andy Williams Thomas and Charo Segura Mr. and Mrs. Helmut Swarovski Karl L. Williams Sir Neil and Lady Shaw Dhuanne and Douglas Tansill Mr. and Mrs. Lauren S. Williams Jerry and Mary Rita Sheehan Phillip and Helen Tasker Robert Williams and Karen Katen Mrs. Charles V. Sheehan Mr. and Mrs. John W. Taylor III Virgil Williamson Arnold and Pamela Sheiffer Stephen Taylor Dave and Bonnie Wilson Carole L. and David T. Shelby Linda and Mel Teetz Daniel Wingate Dick and Nancy Shoemate Doug Theall Jim and Karen Wingate Jordan, Meredith, and Ava Sihombing Gerry Thistle Ms. Leigh Wirth Mr. and Mrs. David Sims Mrs. Andrea Thurn Mr. Frederick S. Wonham Mr. and Mrs. Thomas B. Slaughter Tom Tierney & Lisa Kahle Mr. and Mrs. B. Robert Wood Sandy and Tom Slaughter Mrs. James W. Titelman Mr. and Mrs. Philip Wright Mr. and Mrs. David Smick Mr. and Mrs. William Tobin Mr. and Mrs. Charles C. Wurmstedt Mr. and Mrs. Crosby R. Smith Mr. and Mrs. Louis Tomasetti Mr. and Mrs. Francis G. Ziegler Wanda and Jeff Smith Sue and Chris Tompkins Mr. and Mrs. John Zimbrick Mrs. Karen Smith Mr. and Mrs. Sten Tonnessen Mr. Justin Zimmerman Scott Smith Mr. and Mrs. Edwin G. Torrance Jerry and Ellen Zollenberg Mr. and Mrs. Daniel E. Somes Latonya Troublefield Anonymous Mr. and Mrs. John A. Sommers Mrs. Agnes C. Underwood Ms. Tracy Sorzano Ashley Upchurch Every effort has been made to Southern Gas Company Hugo and Julie Uyterhoeven ensure the donor list accuracy L. P. Sperry, Jr. Faith and Jim Victory and completeness. If there are John Springer Elisabeth Vris any errors or omissions, please Kathleen Steed Mr. and Mrs. Stephen H. Warhover accept our sincere apologies and Ima Jean and Family Mr. Douglas K. Watson and notify us by calling 772.567.8900. Dr. Cary Stowe Thank you. Randy Strouse Ms. Susan Hunter Bill and Carolyn Stutt Mr. George Watson Melissa and Pete Sulem Ms. Arjuna Weragoda Amanda Sullivan John Wermers Richard and Marsha Wheeler

COMMUNITY LEADERS BREAKFAST Mental Health was the focus of the Community Leaders Breakfast on October 28, 2016, at Oak Harbor Club. Brett Hall, Executive Director of the Mental Health Collaborative, introduced the new Connections Center, a resource designed to be the community hub for all things impacting mental health and sobriety including financial screening and assistance securing benefits, clinical screening, appointment scheduling for mental health or substance abuse, and care coordination to individuals needing extra help to ensure they are successful. UWIRC has been a strong proponent of quality mental health services for Indian River County and is proud to have been an integral part of this work for the past 12 years. CLB Awards United Way Board Chair, Susan Adams, along with Board Chair-Elect, Erin Grall, presented annual Richardson Spirit of Indian River County Awards honoring companies, agencies and volunteers who give their time, talent and resources to make the community a better place. The Richardson Spirit of Indian River County (more than 100 employees): Omni Financial, Inc. The Richardson Spirit of Indian River County (26-100 employees): United Parcel Service The Richardson Spirit of Indian River County (25 or less employees): Grall Law Group A special workplace giving award was presented on behalf of United Way of Florida for the #1 public sector campaign in comparable government agencies: Indian River County Clerk of the Circuit Court Agency Excellence Award: The Arc of Indian River County Ralph T. King Award: Andy Beindorf

2016-2017 UNITED WAY FOUNDATION The United Way Foundation of Indian River County has been working to secure the financial future of the United Way; to build an endowment that will have an impact for generations to come in supporting the good work United Way of Indian River County does in this community in tandem with our community and funded partners. The endowment is being built through a combination of current contributions and deferred planned gifts including commitments for a charitable gift to the United Way Foundation in one’s will, living trust, or estate plan.  It affords donors the opportunity to perpetuate their financial support and provide for the future health and human service needs of Indian River County. Gifts to the Foundation are invested for growth with a percentage available for distribution each year to support and sustain the critically important work being done in education, financial stability and health. By providing a dependable revenue stream year after year, these gifts ensure the UWIRC is positioned to respond to pressing community needs, now and in the future. We gratefully acknowledge our Legacy Society members that have made commitments to being a partner in our critical work in perpetuity.  At the end of the 2016-17 fiscal year, the United Way Foundation of Indian River County had $3.7M in assets under management with another $4M in documented legacy gifts that will be made in the future. To learn more about endowing your annual support forever, call (772) 569-6777. YOUR 16-17 UNITED WAY FOUNDATION BOARD & STAFF Kyle Morgan, Chair                                                     Jim Marley Wealth Management Advisor , Merrill Lynch John McCord Fritz Blaicher, Vice Chair       Michael Kint Mike McGee, Secretary CEO, United Way of Indian River County SVP, Wealth Management, Northern Trust Lee Moore David Sams, Treasurer                                                     CEO                                                   Bill Penney G2 Investment Group President & Chief Executive Officer, Marine Bank & Trust  Jan S. Beck Randy Rolf Vice President and General Counsel, Troy Corporation Jonathan Schwiering, CIC Ned Dayton President, Vero Insurance Dennis Ferro Marlynn Scully Anthony Guettler Hope Woodhouse Attorney, Gould Cooksey Fennell Retired Chief Operating Officer, Bridgewater Associates Kip Jacoby, CPA Partner, Morgan, Jacoby, Thurn, Boyle & Associates Michelle Malyn, Executive Director 2016-17 Elizabeth Ullian, Executive Director 2017

LEGACY DONORS Tocqueville Legacy Circle The following individuals have either made or made provisions for a thoughtful legacy gift to endow their annual gift to the United Way of Indian River County as members of the esteemed Alexis de Tocqueville Society. Each year, the Foundation will make a gift of $10,000 or more to the annual campaign in their names in perpetuity. Fred M. and Gay C. Blaicher Edward and Dawn Michael Dick and Sally Brickman Marjorie Hopwood Richardson and Danforth Kidd Edward and Sherry Ann Dayton Richardson Ralph T. King Sandy and Randy Rolf Betty and Jim McDonald Marlynn and Bill Scully Leadership Legacy Circle The following individuals have either made or made provisions for a thoughtful legacy gift to endow their annual gift to the United Way of Indian River County as members of the distinguished Leadership Investment Society. Each year, the Foundation will make a gift of $1,000-9,999 to the annual campaign in their names in perpetuity. Norman and Ann Baker David and Betsy Sams Bill and Nancy Curtis Daniel and Karen Somes Chris and Don Loftus Mr. and Mrs. Norval B. Stephens, Jr. Jim and Melinda Marley Peter and Terry Sullivan Dr. Julie Vargo and Dr. David O’Brien Legacy Society The following companies, private foundations, and individuals have made or made provisions for gifts to the Foundation to support the many facets of the critically important work of our local United Way here in Indian River County for generations to come. 43 donors who wish to remain anonymous Marybeth and Chuck Cunningham Fran Adams Oscar H. and Helen L. Curry Valerie and Douglas Anderson Curtis Ward & Associates PA Eve Ballance in honor of Norma Lister Dr. and Mrs. William M. Cutler Alan Bartol Alice and Rene Donars Robert W. Bauchman Mr. and Mrs. Hamilton R. Duncan Sandra Block in honor of Barbara C. Block Mrs. Stewart A. Dunn Clair Brunetti Mr. and Mrs. David W. Edwards Mr. and Mrs. Anthony Buford, Jr. Robert R. Elser and Mary Lou Commerford Michael and Miriam Burns Mr. and Mrs. Jack L. Ernsberger Donald R. and Myra J. Burns Mr. and Mrs. Kenneth D. Felten Doris Land Butler, in loving memory of Grace R. Byrd Henry Patrick Fitzgerald Peter Roy Carney Mr. and Mrs. William O. Fleming Richard Canty and Hope Woodhouse Florida Power and Light John “Jack” Chamberlain Gifford and Ellen Foley Susan L. Chenault Mr. and Mrs. John B. Ford III Mr. and Mrs. J. Warner Clark Faith G. Frazier P. Ross Cotherman, CPA Jim and Jennifer Gabbard D. Lorne and Jane R. Coyle Priscilla and Dick Gavoor Carol Crittenden Mrs. John R. Gould Mr. and Mrs. William C. Cummings Gracewood Fruit Company

LEGACY DONORS Norva Z. Green Anonymous Gift in Living Honor of Lynn Hall Ralph and Jane King Jay W. Hart Margaret Harvey O’Malley and Siedler Families Bill and Carolyn High Beverly B. O’Neill Mr. and Mrs. Don R. Hinkley Mr. Richard W. Paull John and Mary Hobart Bill and Karen Penney Richard and Lucy Hope Raymond T. Perring J. M. Hopwood Charitable Trust William and Mary Phelan Mr. and Mrs. William B. Howell Deborah Morrell Polackwich and Alan Polackwich William K. & Barbara W. Howell Dan and Joan Preuss Henry H. Hoyt, Jr. Estate of Clarence W. Redstone Allen and Ann Hubbard Mr. and Mrs. Robert D. Reisman Mr. and Mrs. William Y. Humphreys Richardson Foundation Indian River National Bank Mr. and Mrs. C. Graydon Rogers Ilain Isaac Hugh Rosaaen Mr. and Mrs. Richard S. Jackson Mrs. Katherine H. Rose Kip and Mary Jacoby David and Betsy Sams Downing Jenks Charitable Trust Mark and Carolyn Sanchez George and Sandy Kahle The Schumann Foundation The Kahle Foundation Mr. and Mrs. John Schumann, Jr. Michael and Sandy Kint Marlynn and Bill Scully William N. Kirk Mr. and Mrs. John C. Scully Mr. and Mrs. F. Curtis Lane Thomas and Charo Segura Bobby and Lynn Lindsey Mr. and Mrs. David Shapiro John J. and Francesca W. Logan Fred and Jean Sirianni Mr. and Mrs. William E. Lower Peggy and John Sirich Marcia P. Lunka Leroy Smith John and Nancy Luther Louise L. Smith Alma Lee Loy Mrs. Margaret A. Smith Ursula Ma Mr. and Mrs. Benjamin F. Stahl, Jr. Michelle and Josh Malyn Estate of Florabel L. Stevens Mr. and Mrs. Thomas Manwaring Tommy and Simonetta Steyer The Estate of Stanley T. Manzer Rosanne and Jeffrey L. Susi Joseph L. and Sarah S. Marcum Lois and Jim Thompson, in honor of J.A. “Coach” Ed and Jo Massey Thompson Walter J. and Mae S. Matthews Mr. and Mrs. Mark Thurn Mildred D. McMichael Trust Mr. and Mrs. Charles M. Travis David and Claudia McNulty Estate of Helen M. VanBlarcum Dr. and Mrs. Roger Meyer Mary Beth Vallar Mrs. Helen F. Miller in memory of Danforth Miller, Jr. Deborah Vickers Manley H. Mitton Trust James and Faith Victory David Mixter and Carol Baldwin Christine and Mike Videtic John E. and Lee R. Moore Ethel M. Wasmuth Trust Mr. and Mrs. Charles W. Moritz Karl E. Wenk, Jr. Chad Morrison Lewis Stanley and Myrna Newell Whitaker Nextera Energy Foundation, Inc. Elizabeth Whittall The M. J. O’Brien Family Foundation Archie S. Wingfield, Jr. Charitable Trust Henry and Joan Woodhouse

MEMORIAL GIFTS Memorial gifts celebrating the life of the following individuals have been made by their family, friends and colleagues to honor their philanthropic spirit and forever support United Way’s work in advancing the common good here in Indian River County. Louis Allocca Walter J. Matthews Elliot A. Baines John McConnell, Sr. Jesse Loy Baldwin James Orr McCue, Jr. Elmer T. Browne John C. Metzger, Jr. Margot Coleman Danforth Miller, Jr. Dorothy Coufos Jim Milliken Archie T. Croteau Fils-Hime Naus Mr. Charles E. Davis, Jr. Martin G. Noon Olga Draper Kay and Walter O’Malley Ellen Ann Dunham Christy Pappadouplos J.B. Egan III C. Gorham Phillips Charles V. Fenn Elizabeth M. Rich Thomas Fratar Charlotte Anne Rolfe Hayden Harlow Willliam Romanowski Doris Hardesty Marguerite Lydia Shattuck Mabel B. Harris Jean Sirianni Mr. and Mrs. William B. Howell Trevor Smith Benjamin Jaques Jane Osborne Stoddard Charles R. Johnson Virginia Wollenzin Ruth Karpf George Wonderly Ray Kempkin Joseph Zemke Jon W. Ludwig Ruth M. Zimmer J. Albert Marshall, Jr. THANK YOU!

FINANCIAL ACCOUNTABILITY United Way of Indian River County Donors continue to see the value of investing in United Way of Indian River County’s Community Impact approach to local problems, leading the way from quick fixes to real, lasting change. Individuals, businesses, corporations and foundations supported UWIRC’s efforts to bring in $3,179,566 in fiscal 2016-2017. UWIRC continues to be trusted, in part because of our intentional transparency and due diligence. United Way Worldwide (UWW) requires a Membership Certification each year which includes evidence that our organization meets all Federal and local operating and reporting requirements. UWIRC has an active, responsible and voluntary governing body, which approves necessary policies for such things as diversity, a code of ethics, and an annual financial audit. A three year business performance self-assessment of our community impact work, financial management, organizational governance and decision making is completed and shared with UWW. Please find copies of our Community Report, our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information. United Way of Indian River County Condensed Statement of Activities, Year Ended June 30, 2017 Income Public Support and Revenue 3,179,566 Expenses Community Support Services 2,399,255 Campaign Fund Development 406,062 Management and General 16 7,390 Total Expenses 2,972,707 Changes in Net Assets 206,859 Net Assets, Beginning of Year 4,447,732 Net Assets, End of Year 4,654,591

FINANCIAL ACCOUNTABILITY United Way of Indian River County Foundation United Way Foundation of Indian River, Inc. is a separate nonprofit organization classified as a Type I supporting organization. It is governed by a local, volunteer Board of Directors comprised of financial professionals and community leaders. The Foundation is committed to building a permanent endowment by generating funds in support of the community- wide work of United Way of Indian River County. This endowment has established two funds: the Donor Restricted Fund, which consists of gifts restricted by the donor for a specific purpose, and the Donor Unrestricted Fund, which is used more broadly to support the work of UWIRC. United Way of Indian River County Foundation Condensed Statement of Activities, Year Ended June 30, 2017 Income Contribution 25,788 Investment Return, Net 419,118 Total Public Support and Revenue 444,906 Expenses 74,154 Community Support Services 104,465 Endowment Operations Total Expenses 178,649 Changes in Net Assets 266,287 Net Assets, Beginning of Year 3,383,207 Net Assets, End of Year 3,649,494

United Way of Indian River County (772) 567-8900 | UnitedWayIRC.org | 1836 14th Avenue, Vero Beach, Florida 32960 UnitedWayIRC UnitedWayIRC UnitedWayIRC