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uwcr.org United Way of the Capital Region UNITED WAY OF THE CAPITAL REGION 2023–2024 REPORT TO OUR EMPOWERING INDEPENDENCE COMMUNITYPage 2 | Report to Our Community 2023–2024 • United Way of the Capital Region Dear Friends and Neighbors: Dear Friends and Neighbors: United Way of the Capital Region is proud to share this report with you as it tells the story of how United Way is leading the way to create a better future for our community. 2023 continued to be a year of growth in our access to health care, basic needs, school readiness and workforce development initiatives. We call these our four pillars because they represent the foundation we need to build a life filled with independence and success. Last year was a time for us to look inward and evaluate our impact and to develop a strategic plan for our future so we can help more families thrive. We also examined how we raise resources to support our critical work. As the workplace environment continues to change, we must also evolve to ensure we can fund and grow our initiatives. The strength of our United Way has always been our people. The tireless support of our donors, volunteers and community inspires us to do more and be better every day. We cannot thank you enough for giving, volunteering and championing our work. Thank you for your support. Thank you for LIVING UNITED. Timothy B. Fatzinger President & CEO United Way of the Capital Region Sincerely, John Campbell Timothy B. Fatzinger FROM OUR LEADERS John Campbell 2023-2024 Board Chair United Way of the Capital Region OFFICERS John Campbell Chair Kathleen McKenzie Chair Elect Jennifer Esser Secretary/Treasurer Randie Yeager Vice Chair, Community Impact Ed Barben Cate Barron Jeff Boland Audrey Croley-Litte Jodie Daubert Justin Davis David Del Grosso Kyle Evans Michael Hussey Brian Jackson Jamar Johnson Representative Patty Kim Dolly Lalvani Dr. Bolanle Limann Stephen Massini Paul Navarro Valerie Pritchett Karen Shriner Da’Laine Simpson Janice Snyder Dr. Tamara Willis Anthony Worrall Karen Creasia Yarrish Dr. John Mason, Jr. Vice Chair, Governance Mark Smith Vice Chair, Labor Advisory Christopher Davis Vice Chair, Resource Development MEMBERS BOARD OF DIRECTORS 2023–2024 Report to Our Community 2023–2024 • United Way of the Capital Region | Page 3 Each year United Way of the Capital Region raises money to fund programs and services that make our community a better place to live and work. Listed below is how we allocated funds for our 2022–2023 program year. School Readiness: $792,450 Access to Health Care: $800,475 Workforce Development: $636,350 Housing, Utilities, Child Care, Information/Referral and Language Support: $1,250,000 MAKING AN IMPACT HOW WE USE THE MONEY WE RAISE BASIC NEEDS Support Hub: $429,718 – Provides services to working families such as transportation, language support, child care, financial counseling, and information and referral. It also supports ALICE information (Asset Limited, Income Constrained, Employed), basic needs research, strategic planning and child abuse clearances. United Way Services: $1,125,203 – Includes programs and services provided directly by United Way, such as the Volunteer Center, Money in Your Pocket, community outreach and program staffing. Raised on Behalf of Other Nonprofits (Donor Designations): $3,160,129 $4,017,701 returned to working families in our community. 243 volunteer tax preparers. 4,065 federal returns submitted. Money in Your Pocket (MIYP), a program of United Way of the Capital Region, offers free tax preparation services for low- to moderate-income working individuals in Dauphin, Cumberland and Perry counties. MONEY IN YOUR POCKETPrimary Funder (through United Way) Backbone Organization and Funding Source United Way of the Capital Region individuals referred to services like free medical clinics and food banks 8912,0843,724 individuals now have insurance individuals now have a primary medical home Contact to Care utilizes community health workers to help individuals navigate the health care system, overcome barriers to care and connect with a primary medical home. Results as of July 1, 2024. Core Solution Partners and Roles Lead Service Provider Hamilton Health Center, Inc., employs six community health workers, which are funded by United Way. GOAL: IMPROVE ACCESS TO HEALTH CARE DEMOGRAPHICS Community Health Workers Supported by United Way at: -Penn State Health -Pennsylvania Psychiatric Institute, a Penn State Health Enterprise -Sadler Health Center Page 4 | Report to Our Community 2023–2024 • United Way of the Capital Region ACCESS TO HEALTH CARE INITIATIVE 87% 13% Spanish 85% English 13% French 1%All Other 1% Multiracial 88%Black/African American 5% White 6% Asian 1% ETHNICITY OF PARTICIPANTS LANGUAGE OF PARTICIPANTS RACE OF PARTICIPANTS identify as Hispanic/Latino identify as not Hispanic/Latino THROUGH UNITED WAY OF THE CAPITAL REGIONEvery community needs a support system for people to turn to in urgent situations. That’s why United Way supports programs and services to help our friends and neighbors in their time of need. These programs provide: -fresh, healthy food and meals -emergency shelter and transitional housing -rental assistance -help with heating and utilities -information and referrals to human service organizations -translation services -child care services Results of Support in 2023 GOAL: PROVIDE FOOD, HOUSING, UTILITIES, CHILD CARE, INFORMATION AND REFERRAL SERVICES, AND LANGUAGE SUPPORT. BASIC NEEDS meals servedpeople received help with housing or utilities people received information and referrals to human service organizations Programs and Services Funded in 2023 -American Red Cross Central Pennsylvania -Bethesda Mission of Harrisburg -Catholic Charities of the Diocese of Harrisburg, PA, Inc. -Center for Employment Opportunities, Inc. -Central Pennsylvania Food Bank -Christian Churches United of the Tri-County Area -Community CARES -CONTACT Helpline, Inc. -Domestic Violence Services of Cumberland and Perry Counties -Downtown Daily Bread -International Service Center -Jewish Family Service of Greater Harrisburg, Inc. -Keystone Service Systems, Inc. -Latino Hispanic American Community Center (LHACC) -MidPenn Legal Services, Inc. -New Hope Ministries, Inc. -Pennsylvania Wounded Warriors, Inc. -Perry Human Services -The Salvation Army Harrisburg Capital City Region -Shalom House -Upper Dauphin Human Services Center, Inc. -YWCA Carlisle -YWCA of Greater Harrisburg 1,123,165 114,262 52,601 ACCESS TO BASIC NEEDS THROUGH UNITED WAY OF THE CAPITAL REGION Report to Our Community 2023–2024 • United Way of the Capital Region | Page 5individuals have participated in 3,819 workshops of program participants in kindergarten are proficient in reading versus 53% of their peer students not in the program of program participants scored proficient in reading* on the PSSA test versus 44% of their peers not in the program 52,553 74%55% SCHOOL READINESS INITIATIVE THROUGH UNITED WAY OF THE CAPITAL REGION Page 6 | Report to Our Community 2023–2024 • United Way of the Capital Region Backbone Organization and Funding Source United Way of the Capital Region Ready for School, Ready to Succeed utilizes early education liaisons to help prepare children academically and socially for kindergarten. The focus of their work is through the lens of the school they work with to tailor approaches for school readiness. Results as of July 1, 2024. Core Solution Partners and Roles Lead Service Provider Capital Area Intermediate Unit employs the education liaisons which are funded by United Way. GOAL: IMPROVE SCHOOL READINESS DEMOGRAPHICS Partner School Districts -Central Dauphin -Cumberland Valley -Greenwood -Harrisburg* -Mechanicsburg Area* -Newport* -Steelton-Highspire -Susquehanna Township -Susquenita -West Perry *Original Partner School districts. 96% 4% ETHNICITY OF PARTICIPANTS RACE OF PARTICIPANTS identify as Hispanic/Latino identify as not Hispanic/Latino White 57%Multiracial/ Other 14% Black/African American 19% Asian 10% * Pennsylvania System of School Assessment (PSSA) data is for four reporting districts (Cumberland Valley, Mechanicsburg, Newport and West Perry).22214679% individuals have graduated from the program and are independent with a stable income individuals are employed retention rate for Road to Successparticipants with partner employers versus the standard rate of 64% reported by partner employers Road to Success utilizes service providers who employ case managers to help the un- and underemployed get – and keep – jobs where they can earn a living wage. Initiative includes training on soft skills and connections to education and budget counseling. Results as of July 1, 2024. GOAL: HELP INDIVIDUALS GET – AND KEEP — JOBS WORKFORCE DEVELOPMENT INITIATIVE THROUGH UNITED WAY OF THE CAPITAL REGION Road to Success Case Management Service Providers Receiving Funding from United Way -Family Promise of Harrisburg Capital Region -Goodwill Keystone Area -New Hope Ministries, Inc. -Perry County Literacy Council -The Salvation Army Harrisburg Capital City Region -Tri-County OIC Backbone Organization and Funding Source United Way of the Capital Region Core Solution Partners and Roles DEMOGRAPHICS 74% 25% 1% identify as male identify as non-binary identify as female 87%12%1% Black/African American 43% White 38% Asian 2% Native Hawaiian/ Pacific Islander 1% American Indian/ Alaska Native 1% Multiracial 8% Prefer not to say 7% ETHNICITY OF PARTICIPANTS GENDER OF PARTICIPANTS identify as not Hispanic/Latino identify as Hispanic/Latino prefer not to say RACE OF PARTICIPANTS Report to Our Community 2023–2024 • United Way of the Capital Region | Page 72023 PILLAR SOCIETY THANK YOU FOR YOUR SUPPORT Page 8 | Report to Our Community 2023–2024 • United Way of the Capital Region $500,000 CLUB -Capital Blue Cross -Highmark Blue Shield $100,000 CLUB -Alexander Building Construction Co. -Country Meadows Retirement Communities -Deloitte -The Donald B. and Dorothy L. Stabler Foundation -Gannett Fleming TranSystems -Hersha Group -The Hershey Company -McNees Wallace & Nurick LLC -Novitas Solutions, Inc. -Penn National Insurance -Penn State Health & Penn State College of Medicine -State Employee Combined Appeal -UPMC Central PA Pillar Society organizations donate $100,000 or more to United Way. THANK YOU CORNERSTONE PARTNERS 95% of the money we raise and distribute from individual donors through our Capital Region campaign is directed to local programs and services. United Way of the Capital Region is able to do this thanks to a group of contributors, called Cornerstone Partners, who help underwrite the majority of our low administrative and fundraising costs of 17%. 2023 CORNERSTONE PARTNERS Alexander Building Construction Co. Capital Blue Cross Country Meadows Retirement Communities The Hershey Company Highmark Blue Shield M&T Bank Penn National Insurance Pennsylvania Automotive Association The United Way Foundation of the Capital RegionReport to Our Community 2023–2024 • United Way of the Capital Region | Page 9 At United Way of the Capital Region, we strive to maintain the confidence of our donors and community. We hold ourselves to the highest standards of professionalism, accountability and openness in the stewardship of the funds entrusted to us. What follows is a condensed version of our financial statements for 2023. This reflects dollars raised during our 2022 campaign and distributed in 2022-2023. A copy of our full audit can be reviewed at United Way headquarters, or online at uwcr.org. Statement of Activity for the year ended 6/30/23 PUBLIC SUPPORT Future Year Campaign Revenue$474,025 Current Year Campaign Revenue$7,816,335 Cornerstone Partners Revenue$365,977 Prior Year Campaign Revenue$737,412 Less Allowance for Uncollectibles$($226,980) Less Designations$($4,051,543) Contributions, Foundations & Trusts$ 741,808 Bequest & Other Contributions$ 0 Grants$ 383,042 Donated Goods & Advertising$ 166,910 Investment Income$ 344,456 Miscellaneous Income$ 239,808 Realized Gain on Investments$ 571,040 TOTAL REVENUE & PUBLIC SUPPORT $7,562,290 DISTRIBUTIONS & EXPENSES Allocations to Agencies$1,250,000 Community Grants$500,013 Donated Goods Allocated to Agencies$0 Program Services$4,215,188 Fundraising$1,555,088 Organizational Administration$1,023,551 TOTAL EXPENSES $8,543,840 REVENUE IN EXCESS OF EXPENSES $(981,550) Unrealized Gain (Loss) on Investments$(2,072,780) CHANGES IN NET ASSETS $(3,054,330) NET ASSETS BEGINNING OF YEAR $33,950,995 NET ASSETS END OF YEAR $30,896,665 Statement of Financial Position as of 6/30/23 ASSETS Cash & Cash Equivalents$2,753,220 Investments$ 14,862,312 Pledges Receivable Less Allowance for Uncollectible Pledges of $273,084$2,657,441 Other Receivables$161,802 Cash Surrender Value of Life Insurance Policies$75,817 Land, Building & Equipment Net$1,248,486 Beneficial Interest in Perpetual Trusts$12,804,275 TOTAL ASSETS $34,562,353 LIABILITIES Short-Term Payables$649,876 Grants & Allocations Payable$0 Designations to Agencies & Other United Ways$2,782,957 Processed Pledges Payable$232,855 Capital Lease Obligation$0 TOTAL LIABILITIES $3,665,688 NET ASSETS Unrestricted$7,584,342 Restricted$23,312,323 TOTAL NET ASSETS $30,896,665 TOTAL LIABILITIES & NET ASSETS $34,562,353 United Way of the Capital Region encourages you to be confident in your charitable giving. United Way is registered with the Pennsylvania Bureau of Charitable Organizations. The official registration and financial information of United Way may be obtained from the Pennsylvania Department of State by calling toll-free 1.800.732.0999. Registration does not imply endorsement. Funds raised in the 2023 campaign will be allocated in the 2024-2025 fiscal year. United Way does not provide goods or services as whole or partial consideration for any contributions made by payroll deduction or any other method of giving. United Way operates under the highest financial and ethical standards. FOR UNITED WAY OF THE CAPITAL REGION AND UNITED WAY FOUNDATION OF THE CAPITAL REGION CONSOLIDATED FINANCIAL STATEMENTSFor more information, contact: United Way of the Capital Region 2235 Millennium Way, Enola, PA 17025 Phone: 717.732.0700; Web: uwcr.org Pennsylvania Get Connected. Get Help.™ ® Page 10 | Report to Our Community 2023–2024 • United Way of the Capital Region $50,000 - $74,999 $25,000 - $49,999 $10,000 - $24,999 $75,000 - $99,999 $100,000 AND ABOVE • AAA Central Penn • Enterprise Mobility • Gunn-Mowery, LLC • John Crain Kunkel Foundation • McClure Company • McCormick Family Foundation • PNC • Reynolds Restoration Services • Rite Aid Healthy Futures • RKL LLP • Boyer & Ritter LLC • Conrad Siegel • Kline Foundation, Incorporated • M&T Bank • Merrill Lynch • Alexander Building Construction Co. • Capital Blue Cross • Country Meadows Retirement Communities • Deloitte • The Donald B. and Dorothy L. Stabler Foundation • Gannett Fleming TranSystems • Hersha Group • The Hershey Company • Highmark Blue Shield • McNees Wallace & Nurick LLC • Novitas Solutions, Inc. • Penn National Insurance • Penn State Health & Penn State College of Medicine • State Employee Combined Appeal • UPMC Central PA • Ainsworth LLC • Alexander & Jane Starke Boyd Foundation • Brown Plus • Delta Dental Community Care Foundation • Delta Dental of Pennsylvania • Erie Insurance Group • Hamilton Health Center, Inc. • KPMG LLP • LeTort Trust • McKonly & Asbury, LLP • Millers Mutual Insurance • Morgan Stanley Wealth Management • Nationwide Insurance • Pennsylvania Automotive Association • Pennsylvania Chamber of Business & Industry • PPL Corporation • River Wealth Advisors • Riviana Foods, Inc. • S. Wilson & Grace M. Pollock Trust • UGI Utilities, Inc. • United Way of the Capital Region • Wegmans • Baker Tilly US, LLP • Barley Snyder, LLP • Belco Community Credit Union • Buchanan Ingersoll & Rooney PC • Central Pennsylvania Food Bank • Conte Wealth Advisors • Costco Wholesale • F & M Trust • First National Bank of Pennsylvania • Franklin H. & Ruth L. Wells Foundation • Fulton Bank • Harry Alwine Estate • HB Global, LLC • Herbert, Rowland & Grubic, Inc. • Hershey Creamery Company • James T. Hambay Foundation • JEM Group, LLC • Joseph T. & Helen M. Simpson Foundation • Members 1st Federal Credit Union • Messiah University • Mid-State (Winall, Inc) • NRA Group, LLC dba National Recovery Agency • PA Health & Wellness • PA Media Group • Penn State Harrisburg • Pennsylvania Psychiatric Institute, A Penn State Health Enterprise • PFM Asset Management LLC • PwC US Tax LLP • Quandel Enterprises, LLC • Saul Ewing LLP • Strategic Consulting Partners • Troutman Pepper • Turner Automotive Group • UPMC Health Plan • United Way of the Capital Region Legacy Fund • Weis Markets ORGANIZATIONS DONATING $10,000 OR MORE2023 Thank You! TO UNITED WAY’S CAMPAIGNNext >