2018-19 Community Impact Report

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We are the change makers Our Mission: To improve lives by mobilizing the caring power of community. It is my privilege to serve as the 2018-19 Chair of your United Way Board of Directors. I am truly honored to have the opportunity to work with such a great organization and wonderful group of people, all of whom are working to make our home an even better place to live. We are pleased to present to you this year’s Community Impact Report. I am thankful for every donor and volunteer who has helped us get to where we are today. We entered our 58th year of serving Indian River with renewed excitement, a leadership team dedicated to helping others, fresh ideas, and a focus on bringing more supporters into the United Way family. We are working to earn the trust and support of as many individuals and businesses that we possibly can to meet a growing number of needs. Last year we reported that we had the most successful Day of Caring to date. 2018 was no exception. Our volunteers were surprised with a performance from the Vero Beach High School Varsity Cheerleaders and Marching Band. It was a wildly successful Saturday morning pep rally that left all of our volunteers energized for the day ahead. The event was a smash! The Volunteer Income Tax Assistance program (VITA) set another record during tax season. A total of 1,234 tax returns were filed free of charge to our community members which ensured that each filer received the maximum amount of tax credits and refunds they deserve. In total, $1.5 million was given back to our community through VITA. Another highlight was this year’s sellout Jackie Robinson Celebration Game. We had great weather as the St. Lucie Mets took on the Fort Myers Miracle. This is such a true community-wide event that provides wonderful sentimental memories of baseball at Historic Dodgertown, all in the name of United Way. We saw great success in our community engagement work. Most notably in the establishment of the Senior Collaborative which convenes community partners around the issues of our aging population. Your United Way has seen considerable success in these endeavors starting with the Mental Health Collaborative (2004) and the Kindergarten Readiness Collaborative (2015). Both of those collaborative’s have grown into self-sustaining nonprofits, and the Senior Collaborative will certainly achieve the same success in years to come. Our continued journey to Community Impact flourished this year with a record number of new programs and agencies requesting a partnership with United Way. 17 organizations expressed interest in applying for United Way funding, 8 were vetted and as a result, we welcomed 6 new agencies and 6 new programs. We could not accomplish our mission without the staff of UWIRC who have dedicated their careers to helping and improving lives here in Indian River County, our determined Campaign Co-Chairs, Board of Directors, corporate partners, funded and community partners, our tremendous volunteers, and most especially our donors. Our donors recognize that their financial support is more than just a donation. It is an investment in their community’s future producing significant returns, as United Way and its community partners work to maximize the impact of the programs, services, and initiatives that we support. On behalf of all those we serve, thank you for your support of our work! Jeff Smith Michael Kint Board Chair Chief Executive Officer

IMIPMAPCATCTAATTAAGGLLAANNCCEE The Community Impact Fund provides grants to 43 programs that align with our Community Goals in Education, Health, and Financial Stability. Through this fund, United Way confronts our community’s biggest challenges to drive measurable results and lasting change. Collaboratives & Initiatives $2,173,954 Donor Designations 2018-2019 Community Investment Academic Early $824,270 Success Learning $771,885 Graduate for Success $371,500 Healthy Moms Healthy Kids Healthy Lives Job Skills Basic Needs Budgeting INITIATIVES & COLLABORATIVES Executive Roundtable of IRC SAFER Indian River County FamilyWize Prescription Discount Cards Senior Collaborative of Indian River County Kindergarten Readiness Collaborative University of Florida Foundation Inc. Mental Health Collaborative of IRC Volunteer Income Tax Assistance (VITA)/ MyFreeTaxes.com Moonshot Community Action Network

Health Education Goal: Goal: Improve Indian River County residents’ physical and mental Increase the number of children who health and to improve the quality of life for mothers, enter Kindergarten ready to succeed, infants, and children. increase the number of third graders who are performing on grade level, and Through United Way initiatives and partnerships, increase the number of high school Indian River County saw: students who graduate on time. 6,015 2,613 Through United Way initiatives and partnerships, Indian River County saw: individuals access individuals receive a 1,533 preventative care mental health screening or children receive high quality services intervention service early learning opportunities that provide the foundation 883 for success in school and life seniors access nutritious meals 5,984 PARTNERS IN HEALTH students gain valuable life and career skills to help them succeed Deaf & Hard of Hearing Services of the Treasure Coast Drug Abuse Treatment Association now and in the future Indian River County Healthy Start Coalition Mental Health Association in Indian River County Mental Health Collaborative of Indian River County SafeSpace Senior Resource Association Substance Awareness Center Treasure Coast Community Health Tykes & Teens, Inc. VNA of the Treasure Coast

10% Financial Stability of students attended Goal: after school programs A third of lower income families in Indian River County become more financially stable. Through United Way initiatives and partnerships, Indian River County saw: 86% 884 153 of young children enrolled in clients diverted individuals gain skills in partner programs improved from homelessness financial management and developmental and literacy develop budgeting strategies skills to be kindergarten ready $1,314,572 85% PARTNERS IN EDUCATION refunded to 1,234 of clients increase Big Brothers Big Sisters VITA/MFT clients their wage and improve Boys and Girls Club of Indian River County Childcare Resources of Indian River County employability Children’s Home Society of Treasure Coast Crossover Mission PARTNERS IN FINANCIAL STABILITY Dasie Bridgewater Hope Center Economic Opportunities Council American Red Cross Education Foundation of Indian River County Camp Haven Gifford Youth Achievement Center Catholic Charities Hibiscus Children’s Center Children’s Home Society of Treasure Coast Indian River County Healthy Start Coalition Hope for Families Center Redlands Christian Migrant Association Literacy Services of Indian River County The Learning Alliance The ARC of Indian River County Youth Guidance Mentoring Academy Treasure Coast Homeless Services Council Veterans Council of Indian River County

Every Dollar Counts Your Investment Matters 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 effort to bring in $2,998,936 in fiscal year 2018-19. Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information. Income Community Resource Development 10.2% Impact 84.10% Public Support & Revenue  $2,998,936 Administration $2,632,530 5.70% Net Campaign Revenue $153,868 In Kind Contributions $71,285 $141,253 Investments, Net $2,624,587 Other $417,938 $173,838 Expenses Community Support Services Campaign Fund Development Management and General Total Expenses  $3,216,363 Changes In Net Assets  (217,427) Net Assets, Beginning of Year  Net Assets, End of Year  $2,250,070 $2,032,643 BOARD MEMBERS Jeff Smith, Chair Dr. David Becker Tor Jones Dr. Mark Rendell Clerk of the Circuit Court Retired Jones & Jones Advertising, Inc. Superintendent, IRC School District Jeffrey Schlitt, Chair-Elect John F. Beckert Linda Kinchen Schlitt Services, Vice-President Retired Retired Jonathan Schwiering President, Vero Insurance Jeffrey Petersen, Secretary Christopher Bieber Katie Kirk Merrill Lynch CenterState Bank Daland Corp. Ralph Taylor Sebastian River Medical Margo Lind, Treasurer LaKisha Erwin Tom Manwaring Center Seacoast Bank SequelCare of Florida SafeSpace Rev. Benny Rhyant Susan Adams, Past Chair Major Eric Flowers Beth Mitchell New Mt. Sinai Baptist Marsh Landing Restaurant IRC Sheriff’s Office Sebastian River Area Chamber Church of Commerce Gregory Rogolino, CIC Chair Anthony P. Guettler Colonel Martin Zickert Publix, Store Manager – Miracle Mile Gould Cooksey Fennell Dr. Katie Nall USAF, Retired Indian River State College Amber Batchelor Miranda Hawker Randy Riley, Ex Officio Sebastian River Area Chamber IRC Health Department Alan S. Polackwich, Sr. UW of FL Board Member of Commerce Retired Jacqueline E. Jacobs, PhD Jan Beck Retired A-1 Roof Truss Company

WORKPLACE CAMPAIGNS AT&T IRC Clerk of Circuit Court Substance Awareness Center of IRC AYS Employee Leasing SunTrust Bank Bank of America IRC Healthy Start Coalition Syngenta Crop Protection, Inc. Best Buy Store # 816 Target Big Brothers Big Sisters IRC Property Appraiser’s Office TD Bank Boys & Girls Clubs of IRC The Arc of Indian River County Brown & Brown Central Coast IRC School District The Hill Group Camp Haven, Inc. TJ Maxx / Marshalls / Homegoods CenterState Bank IRC Sheriff’s Office Town of Indian River Shores Childcare Resources of Indian River Treasure Coast Community Health Children’s Home Society IRC Supervisor of Elections Office United Parcel Service City of Fellsmere United Way of IRC City of Sebastian JCPenney Company Vero Insurance City of Vero Beach Veterans Council of Indian River Cleveland Clinic Indian River John’s Island Real Estate Company Colton, Williams & Reamy, CPA’s County Comcast Cable Kmetz, Elwell, Graham & Visiting Nurse Association of the Croom Construction Company Crossover Mission, Inc. Associates, CPA’s Treasure Coast CVS Health Walmart Cypress Trust Company Law Offices of Jennifer Peshke Wells Fargo Dasie Hope Center Windsor (Torwest) Dillard’s Department Stores, Inc. Law Offices of John E. Moore, III Youth Guidance Disney’s Vero Beach Resort Donadio and Associates Literacy Services of IRC Drug Abuse Treatment Association Economic Opportunities Council of IRC Lowe’s Companies, Inc. Education Foundation of Indian Macy’s River County, Inc. Elliott Merrill Community Mgt. Marine Bank Enterprise Holdings Foundation Environmental Learning Center Mental Health Association Federal Express Corporation Fellsmere Farms Mental Health Collaborative of IRC Florida Floor Fashions Florida Power and Light Company Morgan, Jacoby, Thurn, Boyle & George E. Warren Corporation Gifford Youth Achievement Center Associates Gould Cooksey Fennell Grall Law Group National Bank of Commerce HealthSouth Hibiscus Children’s Center Northern Trust Indian River County Indian River State College Nylacarb Corporation Omni Financial Orchid Insurance Parker Hannifin Corporation Piper Aircraft, Inc. PNC Advisors Primary Care of the Treasure Coast Proctor Construction Co. Publix Super Markets Raymond James & Associates Redlands Christian Migrant Assoc. Regency Windsor Companies Rehmann Riverside Theatre Rossway Swan Tierney Barry Lacey & Oliver, P.L. SafeSpace Samaritan Center Schlitt Services, Inc. Seacoast Bank Senior Resource Association Space Coast Credit Union

ELITE CAMPAIGN SPONSORS Area businesses that give $500 in addition to their campaign contribution to help offset campaign costs. Alex MacWilliam Real Estate Armfield-Wagner Appraisal & Research, Inc. AYS Employee Leasing Brewer International Brite Future Electric CenterState Bank Dale Sorensen Real Estate Disney’s Vero Beach Resort Florida Power and Light Company Gould Cooksey Fennell Graves Brothers Company Kmetz, Elwell, Graham & Associates Marine Bank Morgan, Jacoby, Thurn, Boyle & Associates National Bank of Commerce Northern Trust Omni Financial Rehmann Rossway Swan Tierney Barry Lacey & Oliver, P.L. Schlitt Services, Inc. USI Insurance Services Wilmington Trust, N.A. TORCHBEARERS Workplace campaigns that make an early commitment and pledge to raise at least $12,000 in employee and corporate contributions. Bernard A. Egan Foundation, Inc. Cleveland Clinic Indian River Disney’s Vero Beach Resort Florida Power and Light Company George E. Warren Corporation Indian River County IRC School District IRC Sheriff’s Office Marine Bank Northern Trust Piper Aircraft, Inc. Publix Super Markets Wells Fargo

EVENT SPONSORS AIG Bayer Crop Science Bernard A. Egan Foundation, Inc. Chick-fil-A Countryside Citrus Deck’s Edge Natural Wood Furnishings Diamond R. Fertilizer Co., Inc. Florida Power & Light Gould Cooksey Fennell Grall Law Group Health First Health Plans Kona Ice Law Offices of John E. Moore, III McDonald’s Melissa M. Medlock, CPA Northern Trust Publix Super Markets Quail Valley Charities Rotary Club of Vero Beach Sea & Ski Skin Protection Simply Soothing United Juice Company Vero Insurance Wells Fargo GOLF SPONSORS Bayer Crop Science Bernard Egan Foundation Chick-fil-A Countryside Citrus Diamond R. Fertilizer Florida Floor Fashions Florida Irrigation Maintenance George E. Warren Corporation Gould Cooksey Fennell JBT Food Tech Natalie's Orchid Island Juice Company Nutrien Ag Solutions Southern Eagle Distributing Syngenta Crop Protection, Inc. The Law Offices Of John E. Moore, III Wawa Inc. Wedgworth

TOCQUEVILLE SOCIETY PHILANTHROPIC LEADERS With an annual gift of $10,000 or more, Alexis de Tocqueville Society members are creating a profound and lasting impact thoughout Indian River County

Ordre d’Égalité ($50,000 - $74,999) Membres de la Société ($10,000 - $24,999) Edward and Sherry Ann Dayton Robert B. and Janet A. Hoffman Foundation Jim and Jean Kelly The Hultquist Foundation Syde Hurdus Foundation Ordre d’Liberté ($25,000 - $49,999) Mr. and Mrs. Aben E. Johnson Ralph T. King A. James & Alice B. Clark Foundation Arthur Kontos and Jill Kerwick-Kontos Whitney and Betty MacMillan Mr. and Mrs. John LaDuc Raymond J. and Sonia McGowan Roy and Patsy Lambert Edward and Dawn Michael Mr. and Mrs. Robert P. Luciano Jack and Mollie Rogers Susie and Bill MacDonald Mr. and Mrs. O. Griffith Sexton Jim and Melinda Marley King and Dace Stubbs Dennis and Karen Marlo Mrs. David K. Welles, Sr. Mr. and Mrs. John N. McConnell, Jr. Betty and Jim McDonald Membres de la Société ($10,000 - $24,999) Guy and Kacy Mitchell John E. Moore, III, and Lee Robinson Moore Norman and Ann Baker Mr. and Mrs. Charles W. Moritz Mr. and Mrs. Andrew P. Barton, Jr. Chad and Lisa Morrison Bill and Mary Ann Becker Mr. and Mrs. Robert S. Morrison John and Jean Beckert Rudolph and Andrea Muller Mr. and Mrs. James G. Berges Mrs. Reginald B. Newman II William and Marcia Blackburn Sharon and David Northrup Fritz and Gay Blaicher Mr. and Mrs. Thomas H. O’Brien Duane and Dorothy Bluemke Ed and Jan Pillard Barbe Bonjour Pike Michael and Anne Rhoads Mr. and Mrs. Theodore W. Brickman, Jr. Marjorie Hopwood Richardson and Vaughn and Nancy Bryson Mr. Richard J. Canty and Ms. Hope B. Woodhouse Danforth Kidd Richardson Mr. and Mrs. Christopher Clifford Rebecca S. Richardson Mr. and Mrs. Edward E. Crutchfield Don and Patsy Riefler Marybeth and Chuck Cunningham Sandy and Randy Rolf John H. and Susan Dobbs Susan and Larry Salustro David and Harriet Dyer David and Betsy Sams Mr. and Mrs. Dennis Ferro Mr. and Mrs. William P. Scully Bill and Laura Frick Mr. and Mrs. Thomas F. Slater David and Louise Garfield The Stairwell Fund Mr. and Mrs. William Grealis Tom Theobald and Deborah Good Richard J. Greene Mr. Gilford B. Walker, Camp Younts Foundation Mr. and Mrs. Bruce L. Hammonds Michael and Susan White Susan and Paul Hanson Judy and Kent Whittaker Barbara D. Hauptfuhrer, in memory of Bob Andy & Robin Williams Hauser Family Foundation Mr. and Mrs. Henry M. Woodhouse 1 Anonymous Donor

LEADERSHIP DONORS Diamond Circle ($7,500 - $9,999) Allen and Kelly Brown Mr. and Mrs. Robert E. Byrket Four-Four Foundation, Inc. Daniel Chappell Kip and Mary Jacoby Dr. and Mrs. Robert P. Christopher The Luther Family Foundation, Mr. and Mrs. Jonathan M. Clark Ms. Faylene Cook John and Nancy Luther Ms. Helan Cox Mr. and Mrs. James B. Wigdale The Digiuseppi Family Mr. and Mrs. John F. Donahue Platinum Circle ($5,000 - $7,499) Mrs. Florence B. Fowlkes Mr. and Mrs. Bernard M. Freeman Mrs. Herman F. Becker David and Lynn Geiser Susan and Dick Bergeman Graves Brothers Company Mr. and Mrs. William C. Buck Mrs. Mary P. Graves Amy and Cecil Conlee Mr. and Mrs. Thomas Hammond Mr. and Mrs. John F. Curley Mr. and Mrs. Samuel B. Hayes III Mrs. James L. Currie Dr. Wayne Hockmeyer Gale and George Dorsey Mr. and Mrs. Thomas C. Hopkins Janet I. & H. James Field, Jr. Fund Mr. and Mrs. James Johnson Andrew and Betsy Forrester Mr. and Mrs. John L. Kelsey Miriam Grabow Mr. Jesse G. Knipshild Ms. Janet Hunter Mr. and Mrs. C. Michael Kojaian J.M. Hopwood Charitable Trust Mr. William W. Lane Barclay and Dennis Kass Mr. and Mrs. William E. Lower Ms. Katie Kirk Mr. and Mrs. Richard Lowry Kate and Chet Lasell Miss Alma Lee Loy Mrs. Charles M. Leighton Ms. MaryMargaret Lucas Mr. and Mrs. Taylor Metcalfe Dr. and Mrs. Paul Minotty Jerry and Patricia Perkins Mrs. Jean W. O’Connor Gary Phillips Mr. and Mrs. Raymond J. Oglethorpe Jr. Mr. and Mrs. John L. Salmon Mr. and Mrs. Dean P. Phypers Mr. and Mrs. David Smick Alan and Deborah Polackwich Diane and Norval Stephens Jack and Penny Rohrbach Mr. and Mrs. Douglas Stuart Mr. and Mrs. John M. Roth Peter and Terry Sullivan Jane and Jim Schwiering Mr. and Mrs. Andrew Taylor Mr. and Mrs. John Scott Mr. and Mrs. John W. Taylor III Wanda and Jeff Smith Robert Theis John and Terry Souza Lois and Jim Thompson, in honor of Michael and Doreen Sproule Mrs. Charlotte S. Stifel J.A. “Coach” Thompson Bill and Carolyn Stutt Mr. and Mrs. Robert E. Washburn Mr. and Mrs. Lincoln Thompson, Jr. 1 Anonymous Donor Mr. and Mrs. Peter M. Thompson Mr. and Mrs. Jeffrey Twyman Gold Circle ($2,500 - $4,999) Ms. Susan Rae Van Der Stricht Mrs. Jennifer Watson Steve and Lucia Bailey Mr. and Mrs. Lauren S. Williams Mr. and Mrs. Peter I. Bijur Mr. and Mrs. John Zimbrick Dan and Tracy Bockhorst 1 Anonymous Donor Mrs. Ann J. Bowling Mr. Robert G. Bowman

Silver Circle ($1,000 - $2,499) Mrs. Rosalen E. Cline Lynn Fischer Mr. Jason Adams Mr. Douglas Cochran Mr. and Mrs. Gary Fischer Linda Aiken, V.M.D. Scott and Gail Alexander Mr. and Mrs. Stephen C. Coley David FitzSimons Bob and Becky Allen Jay and Judy Anglada Bruce Colton Tom and Joy Flaherty Mr. Cole Armstrong Herb and Vicki Aspbury Connie M. Cook Mr. and Mrs. William Flatley Mrs. Charles Babcock Mr. and Mrs. A. Charles Baillie Allen D. Cornell Mr. Stephen Frame Mrs. Elliot A. Baines Dr. and Mrs. Paul T. Bakule Ross and Connie Cotherman Mr. and Mrs. Charles P.A. Frankenthal Mrs. Bill Barnhouse Mr. and Mrs. Robert Barrows Melinda and James Cotter Mr. and Mrs. William H. Friesell Jan and Marla Beck Mr. Keith Becker Shawn Marie Council Patti and Ted Frith Jayne and Paul Becker Mr. and Mrs. Bruce Behrens Mr. and Mrs. Philip Coviello Michael Frothingham Mr. and Mrs. Samuel Bell, Jr. Ms. Alanna Bergianti Stella and Paul Covill Mr. Kyle Gabbard Michael & Diana Bickford Christopher and Amber Bieber D. Lorne and Jane R. Coyle Ms. Stephanie Gallagher Ms. Deana Bills Ms. Ann Elisa W Black Ms. Jessica Creel Mr. John Garrison John and Carolyn Bowers Mr. and Mrs. Robert W. Bracken Mr. John Crisel Ms. Carrie Gates Melissa Brandon Ms. Sheryl Brecht Ms. Rae Crisel Mr. John Geany Brewer International Zach Brewer Bill and Nancy Curtis Paul M. Genke and Lila Blakeslee Mr. Michael Briante Mr. and Mrs. Timothy Brier Dale Sorensen Real Estate Ms. Lenore Gerun Nancy Briggs Mr. Gavin Brothers Heather Dales Mike & Lisa Giessert Ms. Victoria Brothers Ms. Carole Beecher Brown Mrs. Patricia Daniels and Chris and Amy Glauber Julie and Peter Burchfield Mr. and Mrs. Michael Burns Mr. Jim Lindley Mrs. Neil B. Glenn Ms. Toni Burns Mr. and Mrs. James Byrnes Mr. and Mrs. George Davala, III Daniel and Robin Glotzer Simon and Eleanor Caldecott Ms. Michelle Cannon Javon L. Dawkins Mr. and Mrs. Frank Gorham III Mr. and Mrs. Richard Carr Judi and Sam Carroll Mr. Leo De Leon Mr. Roger Grabach Mary L. Casey Susan L. Chenault Mr. William Debenedet Ms. Patricia Gray Ms. Bridgette Christoffersen Mr. John Christoffersen Katharine and Rohit Desai Lesia and Doug Graybill Ms. Dana Clifton Mr. and Mrs. Glenn J. DeSimone Mr. and Mrs. Brian Griffin Mr. and Mrs. J. Hugh Devlin Mr. Zachary Groth Mr. and Mrs. Richard M. DeVos, Jr. Mr. and Mrs. Tyler Guettler David A. DeWahl and Leah K. Scott Mr. and Mrs. Herbert W. Gullquist Nash & Noor Dhanani Mr. and Mrs. Roger Haines Chris DiBenedetto Mr. Joseph Hall Mr. and Mrs. Frank DiFazio Michele L. Hall Ann and John Dillon Bill and Pat Hamlin Mr. & Mrs. S.H. Doggett, III Mrs. George F. Hamner, Sr. Mr. and Mrs. J. Bennett Donaldson, Jr. Mr. and Mrs. John V. E. Hardy Rene and Alice Donars Mr. and Mrs. Gordon Harnett Francis Dugan Ms. Crystal Hart Sally and Don Dussing Mrs. Miranda Hawker Mr. and Mrs. Andrew Eberstadt Mr. and Mrs. Raymond A. Hay Andrew W. Edmonds Mr. David W. Haynes and Mrs. Joan S. Edwards Ms. Anita H. Kolleeny Ron and Kathy Edwards Robert P. and Carol T. Henderson Chris & Becky Ellis Mr. and Mrs. Donald Herrema Mr. and Mrs. David Elwell Mr. and Mrs. Toby Hill Travis Emert Mrs. Grace S. Hinkley Brad and Rebecca Emmons Mr. and Mrs. Albert C. Horton Mr. Dalton Ensling Mr. and Mrs. G. Michael Hostage Mr. David Faunce Mr. Matthew Hout Ms. Jessica Fetter Mr. and Mrs. Edward K. How, Jr.

LEADERSHIP DONORS Silver Circle ($1,000 - $2,499) Mr. and Mrs. George Marshall Kathryn T. Marshall Mr. and Mrs. Louis Hoynes, Jr. Ms. Yesenia Martell Mr. and Mrs. William N. Hudson Ed and Jo Massey Rick and Laura Hurley Mr. Michael Paul Massey Dr. Jacqueline E. Jacobs Mr. and Mrs. Robert F. McCabe Dr. and Mrs. Robert S. Janicki Mr. and Mrs. W. Ross McConnell, Jr. Dr. and Mrs. Leander Jennings Nancy McCormack Jerry and Cheri Jones Mr. and Mrs. Eugene F. McCulloch, Jr. Ronald & Latoya Jones Mrs. William Ludwig Lisa & Roger Jones Jr. Bob and Susan McLean Roger and Lisa Jones Ruthie and Alan McNally Ms. Orla Jordan Mr. and Mrs. James McNulty Mrs. Elizabeth Judd Greg & Melissa Medlock Mr. and Mrs. Henry K. Justi Mrs. Phoebe Meehan The Kahle Foundation Mr. and Mrs. Edwin Mellett Mr. Jay Kaup Nick and Liz Melnick Mr. Brian Keefer Mr. Tyler Mercado Jordan, Marsha, Braylong & Preston Keller Dr. Noor Merchant Mr. Jamie Kirby Mr. Jeremy Messersmith William and Valerie Kirk Jeff Michael Jay and Linda Knoll Mr. and Mrs. James N. Mills Mr. Anthony Knowles Nancy and Dick Milsten Mr. and Mrs. William Koman Dr. George Mitchell, D.O. Rosemary F. Kotkowski Robert C. Mitcheltree Joe Kowalczyk Mr. and Mrs. Joseph M. Mollmann Mr. and Mrs. Brian Kroh Mr. and Mrs. James E. Moltz John C. and Mary P. Kurtz Mr. John Moran DeDe Lambert Earl & Elizabeth Morgan Ms. Michelle Landreth Kyle and Debbie Morgan Mr. Joseph Laviolette Mr. and Mrs. Peter M. Mortimer Patrick and Kay Leary Mr. and Mrs. Frederick Moseley III Mr. and Mrs. Alain Lebec Joseph E. Mullaney, Esq. Peter and Maureen Lee Ms. Miriam Munoz Timothy A. Lei Sam and Gail Murdough Ms. Martha G. Lemasters Edward Murphy, M.D. Dan & Teri Lewis Pam Neal Randy Lewis Anh Nguyen John & Brenda Locke Mr. and Mrs. Francis Oatway Mr. Marco Lopez Mr. and Mrs. James J. O’Connor, III Mrs. Barbara B. Lynch Dick and Lois Oehme Nancy & Roger Lynch Roberta Olsen Mrs. R. Donald MacDougall Mr. and Mrs. Robert P. O’Meara Gregory and Debbie MacKay Jay Owle Tom and Cheryle Mackie Ed and Tibea Parker Mr. and Mrs. Harold Mackinney, Jr. Mr. Harrison Parker Barry and Robin MacTaggart Mr. and Mrs. Nicholas R. Parks Mr. and Mrs. Alan Maguire Elizabeth A. Patton Mr. and Mrs. Gordon S. Mann Mr. Jorge Pena Mr. Charles Mappin and Mr. Robert Franklin

Mr. and Mrs. Eric W. Peniston, Jr. Carolyn and Bill Schrader Mr. Stephen Taylor Mr. and Mrs. Jon Peshke Mr. and Mrs. Frank C. Schroeder Linda and Mel Teetz Ms. Aubree Peterson John and Kathi Schumann Doug Theall Mr. and Mrs. Derwyn F. Phillips Mr. and Mrs. H. Axel Schupf Gerry Thistle Ms. Alexis Piakis Warren and Virginia Schwerin Ms. Keilah Thomas Ms. Victoria Picard Michaela Scott, M.D. Mrs. Andrea Thurn Mr. Robert Poore Mrs. John C. Scully Tom Tierney & Lisa Kahle Tom and Cheryl Porter Linda and Peter Seed Mrs. James W. Titelman Mr. Clay Price Sean P. Seevers CPA Mr. and Mrs. William Tobin Mr. and Mrs. James L. Price Andrew & Tracey Segal Mr. and Mrs. Louis Tomasetti Mr. and Mrs. Theodore W. Price Mike Sepesy Mr. and Mrs. Sten Tonnessen Mr. Sean Pryor Sir Neil and Lady Shaw Mr. and Mrs. Edwin G. Torrance Mr. and Mrs. Robert Puff, Jr. Jerry and Mary Rita Sheehan Mr. Bradley Turner Mr. and Mrs. David L. Pyles Mrs. Charles V. Sheehan Mrs. Agnes C. Underwood Sebastian Ramsey Dick and Nancy Shoemate Ashley Lynn Upchurch Mr. and Mrs. Robert D. Reisman Muddy Pond Trust Fund Damian M. Vanetten Jesse Leo Richard Jordan & Meredith Sihombing Faith Victory Mr. and Mrs. Charles Richards, Jr. Jennifer and David Sims Ms. Elisabeth Vris Mr. and Mrs. Norman Rickard Sandy and Tom Slaughter Mr. and Mrs. Stephen H. Warhover Mr. Fabio Roberti Mr. and Mrs. Crosby R. Smith Mr. Douglas K. Watson and Greg and Elizabeth Rogolino Mr. and Mrs. Joseph E. Smith Mr. William Romans Mr. and Mrs. Robert Smith Ms. Susan Hunter Mr. James Rose Scott Smith Robert J. Watson Brad and Becky Rossway Bob and Jackie Solari Mr. James Weixler Mr. and Mrs. G. Hunt Rounsavall Mr. and Mrs. Peter Solomon Mr. Kenneth L. Wessel Mrs. Thomas S. Royster Mr. and Mrs. Daniel E. Somes Richard and Marsha Wheeler Mr. and Mrs. John D. Rusher III Mr. and Mrs. John A. Sommers Ms. Lisa White Alan and Christine Ryall Dr. and Mrs. J. Clyde Spencer, M.D. Mr. and Mrs. LeRoy Wilbur Mr. and Mrs. David Ryan L. P. Sperry, Jr. Robert Williams and Karen Katen Mr. Vincent J. Ryan and Carla Meyer Mr. Eric Stang Dave and Bonnie Wilson SAD Foundation Ms. Kathleen Steed Andrew and Leigh Wirth Mr. and Mrs. Edwin C. Sagurton Mr. and Mrs. Abbott Stillman Ms. Leigh Wirth Mr. Robert Saitta Dr. Cary Stowe Mr. Alwyn E. Wolfarth Mr. Philip Sargent Ms. Amanda Sullivan Mr. Frederick S. Wonham Mr. and Mrs. J. William Sayler Susan S. Sumner Mr. and Mrs. B. Robert Wood Jeff and Cassie Schlitt Leslie & Mike Swan Judy and Allen Zern Bob Schlitt Jr. Ms. Maha Tadrous Mr. and Mrs. Francis G. Ziegler Mr. and Mrs. James E. Schneithorst Dhuanne and Douglas Tansill Jerry and Ellen Zollenberg Schommer Properties Phillip and Helen Tasker 3 Anonymous Donors

United Way Foundation Your Investment Matters United Way Foundation of Indian River County, 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. Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information. Income $666,436 Donor Unrestricted Donor Restricted Contribution  $288,775 Fund 73.3% Fund 26.7% Investment Return, Net  Total $905,211 Public Support & Revenue Expenses $72,472 Community Support Services $115,591 Endowment Operations  Total Expenses  $118,063 Changes In Net Assets  $717,148 Net Assets, Beginning of Year  $3,867,543 Net Assets, End of Year  $4,584,601 Assets Donor Restricted Fund Endowed funds restricted in purpose to solely support United Way partner agency programming as part of United Way’s annual community investment process. Donor Unrestricted Fund Endowed funds not restricted by donor in purpose to be used at the board’s discretion. BOARD MEMBERS Fritz Blaicher, Chair Ned Dayton Clay Price, CPA, CFF Bill Grealis Clay Price & Associates, P.A. Dennis Ferro, Vice Chair Anthony Guettler Attorney, Gould Cooksey Fennell Randy Rolf David Sams, Treasurer Dennis Marlo CEO, G2 Investment Group John McCord Jonathan Schwiering, CIC Chad Morrison President, Vero Insurance Mike McGee, Secretary Michael Kint Financial Advisor, Morgan Stanley Marlynn Scully Jan S. Beck STAFF: Executive Vice President & Chief Financial Officer, Elizabeth Ullian, Executive Director A-1 Roof Truss Company Chris Clifford

Leaving a Legacy The United Way Foundation of Indian River County was established to help secure the financial future of the Unit- ed Way by building an endowment to support the good work of UWIRC for generations to come. 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. At the end of the 2018-2019 fiscal year, the United Way Foundation of Indian River County had $4.3 million in assets under management with another $5.6 million in documented legacy gifts that will be realized in the future. 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 by UWIRC. By providing a dependable revenue stream year after year, these gifts ensure that UWIRC is positioned to respond to pressing community needs now and in the future. We gratefully acknowledge our Tocqueville Legacy Circle, Leadership Legacy Circle, and Legacy Society members that have made commitments to being partners in our critical work in perpetuity. To learn more about endowing your annual support call Elizabeth Ullian, Executive Director, United Way Foundation, at (772) 569-6777. Legacy Society list 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 Betty and Jim McDonald Sandy and Randy Rolf Dick and Sally Brickman Edward and Dawn Michael Marlynn and Bill Scully Chris and Keena Clifford Lee and John Moore Edward and Sherry Ann Dayton Marjorie Hopwood Richardson and Ralph T. King Jay and Linda Knoll Danforth Kidd Richardson 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 Chad & Lisa Morrison Daniel and Karen Somes Bill and Nancy Curtis Dr. Julie Vargo and Mr. and Mrs. Norval B. Stephens, Jr. Chris and Don Loftus Peter and Terry Sullivan Jim and Melinda Marley Dr. David O’Brien David and Betsy Sams

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 Richard Canty and Robert R. Elser and remain anonymous Hope Woodhouse Mary Lou Commerford Fran Adams John “Jack” Chamberlain Mr. and Mrs. Jack L. Ernsberger Valerie and Douglas Anderson Susan L. Chenault Mr. and Mrs. Kenneth D. Felten Eve Ballance in honor of Mr. and Mrs. J. Warner Clark Dennis and Ellen Ferro P. Ross Cotherman, CPA Henry Patrick Fitzgerald Norma Lister D. Lorne and Jane R. Coyle Mr. and Mrs. William O. Fleming Alan Bartol Carol Crittenden Florida Power and Light Robert W. Bauchman Mr. and Mrs. William C. Cummings Gifford and Ellen Foley Sandra Block in honor of Barbara Marybeth and Chuck Cunningham Mr. and Mrs. John B. Ford III Oscar H. and Helen L. Curry Faith G. Frazier C. Block Curtis Ward & Associates PA Jim and Jennifer Gabbard Clair Brunetti Dr. and Mrs. William M. Cutler Priscilla and Dick Gavoor Mr. and Mrs. Anthony Buford, Jr. Alice and Rene Donars Mrs. John R. Gould Michael and Miriam Burns Mr. and Mrs. Hamilton R. Duncan Gracewood Fruit Company Donald R. and Myra J. Burns Mrs. Stewart A. Dunn Norva Z. Green Doris Land Butler, in loving Mr. and Mrs. David W. Edwards Lynn Hall Mr. Richard W. Paull memory of Grace R. Byrd John and Nancy Luther Bill and Karen Penney Peter Roy Carney Alma Lee Loy Raymond T. Perring Ursula Ma William and Mary Phelan Jay W. Hart Michelle and Josh Malyn Deborah Morrell Polackwich and Alan Margaret Harvey Mr. and Mrs. Thomas Manwaring Bill and Carolyn High The Estate of Stanley T. Manzer Polackwich Mr. and Mrs. Don R. Hinkley Joseph L. and Sarah S. Marcum Dan and Joan Preuss John and Mary Hobart Dennis and Karen Marlo Estate of Clarence W. Redstone Richard and Lucy Hope Ed and Jo Massey Mr. and Mrs. Robert D. Reisman J. M. Hopwood Charitable Trust Walter J. and Mae S. Matthews Richardson Foundation Mr. and Mrs. William B. Howell Mildred D. McMichael Trust Mr. and Mrs. C. Graydon Rogers William K. & Barbara W. Howell David and Claudia McNulty Hugh Rosaaen Henry H. Hoyt, Jr. Dr. and Mrs. Roger Meyer Mrs. Katherine H. Rose Allen and Ann Hubbard Mrs. Helen F. Miller in memory of David and Betsy Sams Mr. and Mrs. William Y. Humphreys Mark and Carolyn Sanchez Indian River National Bank Danforth Miller, Jr. The Schumann Foundation Ilain Isaac Manley H. Mitton Trust Mr. and Mrs. John Schumann, Jr. Mr. and Mrs. Richard S. Jackson David Mixter and Carol Baldwin Marlynn and Bill Scully Kip and Mary Jacoby John E. and Lee R. Moore Mr. and Mrs. John C. Scully Downing Jenks Charitable Trust Mr. and Mrs. Charles W. Moritz Thomas and Charo Segura George and Sandy Kahle Nextera Energy Foundation, Inc. Mr. and Mrs. David Shapiro The Kahle Foundation The M. J. O’Brien Fred and Jean Sirianni Michael and Sandy Kint Peggy and John Sirich William N. Kirk Family Foundation Leroy Smith Mr. and Mrs. F. Curtis Lane Anonymous Gift in Loving Honor of Louise L. Smith Bobby and Lynn Lindsey Mrs. Margaret A. Smith John J. and Francesca W. Logan Ralph and Jane King Mr. and Mrs. William E. Lower O’Malley and Siedler Families Marcia P. Lunka Beverly B. O’Neill

Mr. and Mrs. Benjamin F. Stahl, Jr. Mr. and Mrs. Charles M. Travis Lewis Stanley and Estate of Florabel L. Stevens Estate of Helen M. VanBlarcum Myrna Newell Whitaker Norman W. and Ann R. Stewart Mary Beth Vallar Tommy and Simonetta Steyer Deborah Vickers Andy and Robin Williams Rosanne and Jeffrey L. Susi James and Faith Victory Elizabeth Whittall Lois and Jim Thompson, in honor of Christine and Mike Videtic Archie S. Wingfield, Jr. Ethel M. Wasmuth Trust J.A. “Coach” Thompson Karl E. Wenk, Jr. Charitable Trust Mr. and Mrs. Mark Thurn Henry and Joan Woodhouse Memorial gifts 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. Louis Allocca Archie T. Croteau Hayden Harlow Elliot A. Baines Mr. Charles E. Davis, Jr. Doris Hardesty Jesse Loy Baldwin Olga Draper Mabel B. Harris Kathleen Branca Ellen Ann Dunham Mr. Forrest Haselton Elmer T. Browne J.B. Egan III Mr. and Mrs. William B. Howell Margot Coleman Charles V. Fenn Benjamin Jaques Dorothy Coufos Thomas Fratar Charles R. Johnson Marguerite Schlitt Ruth Karpf Jim Milliken Marguerite Lydia Shattuck Ray Kempkin Fils-Hime Naus Jean Sirianni Ralph King Martin G. Noon Trevor Smith Thomas A. Lewis Kay and Walter O’Malley Jane Osborne Stoddard Jon W. Ludwig Christy Pappadouplos Virginia Wollenzin J. Albert Marshall, Jr. C. Gorham Phillips George Wonderly Walter J. Matthews Alphonsus Polackwich Joseph Zemke John McConnell, Sr. Mitchell Rendell Ruth M. Zimmer James Orr McCue, Jr. Elizabeth M. Rich John C. Metzger, Jr. Charlotte Anne Rolfe Danforth Miller, Jr. Willliam Romanowski 2018-2019 UNITED WAY OF INDIAN RIVER COUNTY STAFF MEMBERS Michael Kint, Chief Executive Officer Caitlin Puppo, Workplace Campaign Manager Meredith Egan, Chief Operating Officer Eve Ballance, Community Impact Coordinator Tracey Segal, Campaign Director Sydney Mihailoff, Campaign Associate Melissa Ogonoski, Director of Finance Lindsay Burcham, Office Assistant Chance Morrow, Marketing Director Wanda Robinson, Receptionist Nate Bruckner, Director of Community Impact

THANK YOU FOR LIVING UNITED. UNITED WE FIGHT. UNITED WE WIN. 1836 14th Avenue | Vero Beach, FL 32960 UNITEDWAYIRC.ORG (772) 567-8900 @UnitedWayIRC