LIVE UNITEDLUBBOCK AREA UNITED WAY2 0 1 8 A N N U A L R E P O R T

2018 BOARD OF DIRECTORSBOARD CHAIR Tony Lloyd, RE/MAX of Lubbock

VICE CHAIR Crystal Edwards, WestMark Commercial

IMMEDIATE PAST BOARD CHAIR Brad Moran, Fox34/Ramar Communications

TREASURER Mike Nelson, Madera Residential

CAMPAIGN CHAIR Doug Hensley, Lubbock Avalanche-Journal

COMMUNITY IMPACT CHAIR Crystal Roach

MARKETING/COMMUNICATIONS CHAIR Meredith Imes, Texas Tech University

PLANNED GIVING & ENDOWMENT CHAIR Brent Hoffman, Prosperity Bank

EXECUTIVE COMMITTEE

BOARD MEMBERSJarrett Atkinson, City of LubbockDanette Baker, Texas Tech University Health Sciences CenterKeith Bryant, Lubbock-Cooper ISDJoy Daniel, WestMark RealtorsAmber Dean, City BankEric Finley, UMC Health SystemChad Grant, Alderson EnterprisesBrandon Hughes, United Oil & GreaseJoe Landin, Mighty WashBeth Lawson, StarCare Specialty Health SystemA.J. Martinez, Robinson, Burdette Martin & SerightAllison Matherly, Texas Tech UniversityKevin McConic, Covenant HealthMichelle McCord, Ed.D., Frenship ISDHeather Newberry, United SupermarketsMargie Olivarez, AT&TCarla Olson, The Parenting CottageEddie OwensBecky Palmer, Atmos EnergyNorval Pollard, City BankScott Ridley, Ph.D., Texas Tech UniversityJeanna Roach, Betenbough HomesBerhl Robertson, Ed.D.Chelsea Salazar, Peoples BankDavid Sanchez, Lone Star State BankJon Stephens, SouthWest BankMarsha Teichelman, Texas Tech University Health Sciences CenterAmy Thompson, M.D., Covenant Children’sTammi Wood, Benchmark MortgageNathaniel Wright, Ph.D., Texas Tech University

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TABLE OF CONTENTSOur Work | 2Our Impact | 4Give | 6Advocate | 8Volunteer | 10Our Volunteers | 12Our Investors | 14Financial Statements | 18

LIVE UNITEDOUR WORKIn 2018, working with various community stakeholders, United Way set new primary goals to continue addressing the root causes of poverty in our community and to create lasting, positive change:

• To ensure all children are school-ready by kindergarten and are grade-level readers by 3rd grade.• To eliminate child abuse and sex-trafficking in our communitities.• To provide access to all persons in need of mental health services.

Key to our work are programs funded through our Community Partners which contribute to our mission of GIVING • PEOPLE • HOPE.

COLLABORATIONSIn addition to its work with the Community Partners, United Way continues to collaborate with a variety of coalitions and partnerships that address issues consistent with our priorities. These include 2-1-1, the Coalition of Community Assistance Volunteers/Free Tax Prep, the East Lubbock Community Alliance, the Emergency Food & Shelter Program, the Human Rescue Coalition, the Mental Health Coalition, the South Plains Coalition for Child Abuse Prevention, the South Plains Homeless Consortium, and the Texas Hunger Initiative.

COMMUNITY STATUS REPORTIn April, United Way published the 2018 Community Status Report, the 19th publication in the series. The report provides statistics in health, safety, education, economics, and population for the area. There are comparisons to state and national statistics, along with trends over a period of years. Access to this information leads to better awareness and understanding of the underlying issues and problems facing the community. Readers see the progress or lack of progress that has been made in the areas of concern. In addition, resources can be raised and invested to achieve long-term, sustained community improvements.

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COMMUNITY PARTNERS

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ABERNATHY79311

793297934379415

79403

79363

79407

79416

7942479358

79404

79364

7942379382

7941479413

79412

79410 79411

79401TTU

NEW DEAL

SHALLOWATER

RANSOM CANYON

LUBBOCK

WOLFFORTH

SLATON

IDALOU

Lubbock Area United Way Community Partners serve a 15-county area, providing opportunities for individuals and families across the South Plains to thrive. Within Lubbock County, services are not just concentrated to one area of the county. The map shows how many people in each zip code were impacted by United Way services in 2017.

5,500 +

4,000 - 5,499

2,500 - 3,999

1,000 - 2,499

Less than 1,000

LIVE UNITEDOUR IMPACT

LUBBOCK COUNTY

In 2017, United Way funded programs impacted 119,060 lives across the South Plains Region. To put this in perspective, that’s a little less than half of the population of the City of Lubbock. Children, parents, and grandparents are better equipped to live to their fullest potential because of the remarkable support of United Way donors and volunteers—because of you.

11,089 childrenunder the age of 7

35,687 studentsages 7-17

72,284 adults and families

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YOUR DOLLARS AT WORK$ 145,305 American Red Cross serving the Texas South Plains$ 126,649 Big Brothers Big Sisters of Lubbock$ 268,745 Boys & Girls Clubs of Lubbock$ 142,010 Boy Scouts of America, South Plains Council$ 177,872 CASA of the South Plains$ 227,508 Catholic Charities, Diocese of Lubbock$ 117,094 Children’s Advocacy Center of the South Plains$ 123,338 Communities In Schools on the South Plains$ 464,983 Early Learning Centers of Lubbock$ 155,802 Family Counseling Services$ 131,582 Girl Scouts of Texas Oklahoma Plains$ 69,608 Goodwill Industries of Northwest Texas$ 195,774 Guadalupe Parkway Neighborhood Centers$ 185,061 Legal Aid Society of Lubbock$ 149,509 Literacy Lubbock$ 206,388 Lubbock Children’s Health Clinic$ 177,390 The Parenting Cottage$ 224,116 The Salvation Army$ 83,338 Upbring, The New Lutheran Social Services$ 156,071 Voice of Hope$ 178,006 Volunteer Center of Lubbock$ 166,417 Women’s Protective Services$ 236,430 YWCA of Lubbock

2018 COMMUNITY PARTNER ALLOCATIONS/DONOR DESIGNATIONS

EMPOWERED COMMUNITIES

LIFELONG HEALTH & INDEPENDENCE

CRISIS & EMERGENCY RELIEF

STRONG FAMILIES & INDIVIDUALS

SUCCESSFUL CHILDREN & YOUTH45%

SUCCESSFUL CHILDREN & YOUTH

5% EMPOWERED

COMMUNITIES12%

LIFELONG HEALTH & INDEPENDENCE

17.8% CRISIS & EMERGENCY

RELIEF

20.2% STRONG FAMILIES

& INDIVIDUALS

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GIVE.

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2018 ANNUAL CAMPAIGNAt the Campaign Kickoff Luncheon in August, Mayor Dan Pope charged us all to be experts in the hope business. This became our challenge and our refrain throughout.

The annual campaign represents a huge collective of businesses and individuals coming together to raise awareness and support for some of the Lubbock Area’s most pressing issues. In 2018, 733 volunteers helped run 273 workplace campaigns, including 11 new campaigns. The Kickoff, Mid-Campaign Report, and Victory Report luncheons featured community-wide collaborations like United We Read and an inter-district choir from Lubbock, Frenship, and Lubbock-Cooper ISDs performing the National Anthem. Additionally, for the first time, several companies ran volunteer projects alongside their campaigns, including building hygiene kits, prep work for United We Read, and book drives.

To date, the Lubbock Area has given $5,824,983 toward the 2018 Annual Campaign.

LIVE UNITED GOLF TOURANMENT

In September, United Way hosted its 11th Annual LIVE UNITED Golf Tournament at Hillcrest Country Club. The 2018 tournament raised $115,700 toward the campaign total. In the 11 years of the tournament, golfers have raised just under $1 million dollars for the annual campaign.

In addition to the tournament itself, United Way raffled a package provided by Alderson Lexus for a pair of lucky golfers to attend the Lexus Champions for Charity tournament. Congratulations to Ryan Curry on winning the raffle. Ryan represented United Way at the tournament this past December.

50TH ANNIVERSARY OF THE LOANED EXECUTIVE PROGRAM

2018 marked the 50th anniversary of the Loaned Executive Program.

In the course of 50 years, over 1,600 men and women have given their time and talents toward ensuring the success of the United Way Campaign. Starting with a goal of $32,000, the Loaned Executives have raised $65.7 million since 1968.

In October, Loaned Executives past and present marked the anniversary with a celebration at the Social House. The

event featured a video produced by Ramar Communications with interviews of Loaned Executives from every decade.

JACKY PIERCE CHARITY CLASSIC

The 27th Annual Jacky Pierce Charity Classic put on by the United Family raised a record $431,000 in 2018. Funds are distributed between United Ways within United’s opperational territory. Thanks to the United Family for giving $101,536 to Lubbock Area United Way.

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ADVOCATE.

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GO BLUE LUBBOCK

Partnering with the Lubbock Chamber of Commerce and the South Plains Coalition for Child Abuse Prevention, United Way kicked-off National Child Abuse Awareness Month in April with Go Blue Lubbock, a community-wide project to promote child abuse awareness and prevention. United Way continues to make ending child abuse a major focus through community efforts such as Go Blue. The latest statistics available show child abuse rates on a decline but still well above state averages.

DFPS STATEWIDE LISTENING TOURIn May, Texas Department of Family & Protective Services (DFPS) Deputy Commissioner Trevor Woodruff and Associate Commissioner Sasha Rasco visited Lubbock as part of a statewide Listening Tour.

Alongside Senator Charles Perry, State Reprsentative John Frullo, Mayor Dan Pope, Catholic Charities, the Parenting Cottage, and StarCare Speciality Health System, United Way presented information that will allow state level decision makers to better understand the unique needs and challenges the Lubbock area faces in regards to child abuse and neglect. The tour also reinforced the value of our local family-strengthening programs, child abuse prevention programs, and the need for more support for these types of programs on the state level.

In 2017, Lubbock County had 1,032 confirmed cases of child abuse and neglect. The majority of these victims are under the age of 3. One victim lost their life in 2017.

Women United members continued their advocacy work, expanding their mentoring program through Catholic Charities’ Parent Empowerment Program, presenting Lunch & Learns on child abuse and sex trafficking, and participating in a number of community events.

SUMMER READINGIn the summer, United Way partnered with local nonprofit organizations, libraries, and school districts to create a comprehensive calendar of summer reading programs and events available to keep kids engaged and help prevent summer learning loss.

During the summer months students risk losing 2-3 months of reading skills if they aren’t engaged in learning. This is called “summer slide.” Summer learning loss affects all students, but disproportionally impacts low-income students, which can contribute to an ever-widening achievement gap.

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VOLUNTEER.

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UNITED WE READIn September, more than 500 volunteers read the book The Little Red Fort to 3,535 second-graders across the Lubbock, Frenship, Lubbock-Cooper, Shallowater, and New Deal Independent School Districts. Every child went home with a copy of the book and a craft, including 138 books in Spanish.

The purpose of the event was to highlight the importance of students being grade-level readers by third grade. At this juncture, students who have not mastered basic reading skills will begin to fall behind in every area of study as classrooms shift from learning to read to reading to learn. The event also emphasized the importance of parents reading with their children.

United We Read volunteers represented 93 different businesses, nonprofits, civic groups, and local governement departments, including the Lubbock Police Department and Lubbock Fire and Rescue.

DAY OF CARINGIn June, the 2018 Loaned Executives teamed up again for Day of Caring, brining literacy activities to children and families at Early Learning Centers, Guadalupe Parkway Neighborhood Centers, Literacy Lubbock, Lubbock Boys & Girls Clubs, and The Parenting Cottage.

As part of United Way Worldwide’s Day of Action, the Loaned Executives joined more than 400 local United

Ways in making their communities a better place to live.

This year an estimated 150 children received a new book to take home along with other items donated by the Loaned Executives and a number of local business.

UNITED WAY YOUTH DIVISION

In 2018, 145 United Way Youth Division members completed 1,530 volunteer hours benefitting 14 United Way Community Partners.

The youth division is made up of 9-12 grade students respresenting nine local high schools. Students participate in monthly meetings where they learn about United Way and its Community Partners, complete service projects, and sign-up for additional volunteer opportunties throughout the month.

FALL BOOK DRIVE

Thanks to the employees at Parkhill Smith & Cooper, Friends of the Lubbock Library, and Dr. Rich Rice, United Way Community Partners received new and slightly used children’s books to stock their libraries and give to clients. Approximately 4,000 books were donated.

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LIVE UNITEDOUR VOLUNTEERSRITA HARMON VOLUNTEER SERVICE AWARD

Norval Pollard has been involved in Lubbock’s volunteer community for 35 years. He has served on the boards of the Community Foundaton of West Texas, Literacy Lubbock, Lubbock Meals on Wheels, Osher Lifelong Learning Institute, Remember Our Heroes, the Volunteer Center of Lubbock, and Youth Corps. Currently, he sits on the board for Lubbock Area United Way, Lubbock County Medical Society Foundation, the South Plains Food Bank, and on the advisory council for the Junior League of Lubbock.

In 2018, Norval retired from his role as Vice President for Business Development at City Bank. While there, Norval coordintated much of the bank’s community involvement, including more than 100 employees involved in weekly Meals on Wheels delivery routes, City Bank’s Community Rewards program, and financial literacy classes for Guadalupe Parkway Neighborhood Centers, Habitat for Humanity, Tomorrow’s Leaders, and a number of local high schools. Norval was also instrumental in coordinating the bank’s United Way campaign.

Prior to joining the bank in 2006, Norval enjoyed a 28-year tenure at the Lubbock Avalanche-Journal, serving as executive sports editor, assistant managing editor and director of consumer marketing. He won a variety of writing and editing awards while at the AJ, and his Make Kids Count marketing program (2001-2008)

that emphasized children’s literacy and parental involvement gained national recognition.

United Way is pleased to honor Norval Pollard with the 2019 Rita Harmon Volunteer Service Award.

FORMER AWARD RECIPIENTS1993 Rita Harmon1994 J.C. Chambers1995 Marjorie Kastman1996 B.C. “Peck” McMinn1997 J. W. Spears1998 Jack and Mary Nell Strong1999 Alan Henry2000 Betty Anderson2001 Dr. Robert Stripling

2002 David Seim 2003 Dr. Robert Ewalt2004 Vernita Woods-Holmes2005 Kevin McMahon2006 Betty and Jim Lowder2007 Irasema Velasquez2008 Gilbreath Family2009 John Elliott2010 Harold Jones

2011 Jay Eagan2012 Adrienne Cozart2013 Greg Jones2014 Matt Bumstead2015 Sharon and Byrnie Bass2016 Betty Dotts2017 Douglas and Kay Sanford

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NORVAL POLLARD

1,625 VOLUNTEERS IN 2018

2018 COMMITTEE CHAIRS

AUDITBeth Lawson

StarCare Specialty Hospital

ANNUAL CAMPAIGNDoug Hensley

Lubbock Avalanche-Journal

COMMUNITY IMPACTCrystal Roach

Trustpoint Rehabilitation Hospital

FINANCEMichael Nelson

Madera Residential

LIVE UNITED Golf TournamentAmber and Rob Dean

City Bank

MARKETING/COMMUNICATIONSMeredith Imes

Texas Tech University

NOMINATINGChelsea Salazar

Peoples Bank

PROGRAM REVIEWKevin McConic

Covenant Health

PLANNED GIVING & ENDOWMENTBrent HoffmanProsperity Bank

STEWARDSHIP REVIEWBecky Perez

Texas Tech University

WOMEN UNITEDAmber Dean, City Bank

Michelle McCord, Frenship ISD

UNITED WAY CAMPAIGN VOLUNTEER OF THE YEAR

Chairing the 50th year of any program would be a daunting task, but Kelsey Tubb approached the challenge with grace and determination. Six years ago, Kelsey began volunteering with United Way as a Loaned Executive. Since then she has served in several roles within the program, including chairing the Jumpstart Division in 2017 and chairing the Loaned Executive Division itself in 2018 for the program’s 50th anniversary.

Whether its leading a meeting of Loaned Executives, assisting with a workplace campaign, or reporting at a Campaign Cabinet meeting, Kelsey consistently brings her own brand of leadership to the task. She inspires others to give their all in every moment. Throughout the course of the campaign, it was clear a more perfect person could not have been found to chair the Loaned Executives in the 50th year. United Way is thrilled to recognize Kelsey Tubb as the 2018 Campaign Volunteer of the Year.

PARTNER AGENCY VOLUNTEER OF THE YEAR

Greg Freeman first became acquainted with the Boys & Girls Clubs of Lubbock through the South Plains Lions Club where he has been a member for more than 30 years. Through the Lions Club’s sponsorship of the Ted Phea Boys & Girls Club in East Lubbock, Greg has volunteered as a painter, a carpenter, and a hot dog cook. He has also helped with free eye screenings for members at the Ted Phea club.

Greg’s involvement through the Lions Club led Greg to serve on the board of directors for the Boys & Girls Club. Over more than 15 years of board service, Greg has held many positions, including serving in the president role twice. He has also been an advocate for the new club being built in west Lubbock that will bring club services to Frenship ISD for the first time. Because of his many years of dedication to the Boys & Girls Clubs of Lubbock, United Way is pleased to honor Greg Freeman as the 2018 Partner Agency Volunteer of the Year.

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KELSEY TUBB GREG FREEMAN

LIVE UNITEDOUR INVESTORSOVER $250,000

$100,000 - $249,999

$75,000 - $99,000

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HEALTH SCIENCES CENTERAND SYSTEM

LUBBOCK ASSOCIATION OF REALTORSBenchmark MortgageBerkshire Hathaway HomeServices Anderson PropertiesCentury 21 John Walton RealtorsColdwell Banker-Rick Canup RealtorsExit Realty of LubbockH & M Real Estate ServicesKeller Williams RealtyLubbock Abstract & TitleMcDougal CompaniesMurfee & Sons, Inc.PrimeLending LubbockRE/MAX Lubbock RealtorsStewart TitleTrue Title PartnersWestern Title Co.WestMark RealtorsWilliams & Company Real EstateWillow Bend Mortgage Company

$50,000 - $74,999Atmos EnergyCitibusFirstBank & TrustFrenship ISDHelen Jones FoundationLone Star State BankLubbock National BankProsperity Bank

$25,000 - $49,999A T & T TexasAlbert G. and Eleanore J. Barsh Endowment TrustAlderson EnterprisesAmerican Bank of CommerceAnonymous EndowmentBetenbough HomesEarl’s Plumbing

First United BankFirstCapital Bank of TexasFox34/Ramar CommunicationsLubbock County OfficesMadera ResidentialParkhill, Smith & CooperPeoples BankPlains Cotton Co-Op Assn.Rip Griffin CompaniesSouth Plains Electric Co-OpStarCare Specialty Health SystemTexas Tech Credit UnionUMC PhysiciansU P S Wells Fargo BankXcel Energy

$15,000 - $24,999American National Bank Barricades UnlimitedBenchmark Business SolutionsBergstein EnterprisesCentennial BankEnterprise Rent-A-CarHappy State BankLubbock Central Appraisal DistrictLubbock Power & LightLubbock-Cooper ISDSanford & Tatum Insurance AgencyScoggin-Dickey Inc.SouthWest BankStandard Sales Co. Sysco West TexasTexas Dept. of Criminal Justice - Smith Unit

$10,000 - $14,999CEV MultimediaCoca-Cola Refreshments LubbockComputer Transition Services Inc.Crown Point Health SuitesDillard’s, IncFiesta Motor Co.Lubbock Area United WayLubbock Christian UniversityNTS CommunicationsRobinson Burdette Martin & SerightTRUNO Retail Technology SolutionsTrustpoint Rehabilitation HospitalTyler TechnologiesWalmart & Sam’s LocationsYWCA of Lubbock

$5,000 - $9,999Abbeville DentistryAimBankAlan Henry InsuranceAll Saints Episcopal School of LubbockAmerigroupBolinger Segars Gilbert & MossCarillon Residents Children’s Home of LubbockCoBankCommunities in Schools on the South PlainsCostco WholesaleEarly Learning Centers of LubbockFarmers Cooperative CompressFedExGoodwill Industries of Northwest TexasGreenstreet, Inc.Howard Cowan Bond AgencyKCBD - NewsChannel 11Kinetico of West TexasKLBK & KAMC NewsKuykendall FoundationLegal Aid Society of LubbockLubbock AeroLubbock Economic Development AllianceLubbock South Plains Retired Teachers AssociationMcMahon Vinson & Hubbard

(Continued on next page)

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OUR INVESTORS (CONTINUED)

PFG AdvisorsPrimitive SocialPYCO Industries IncRobert Madden IndustriesSuperior Health PlansTexas Mutual Insurance CompanyTXP CapitalVista BankWells Fargo Texas/Customer Service

$2,500 - $4,999ARMtechBASF - Bayer CropScienceBrandon & ClarkBurlington Northern Santa Fe RailwayCaprock Business FormsCarpet TechCASA of the South PlainsCatholic Charities, Diocese of LubbockChildren’s Advocacy Center of the South PlainsCrenshaw Dupree & MilamTexas Department of Public SafetyTexas Department of State Health Services

Energen Resources Field Manning Stone Hawthorne & AycockFirstCare Regional OfficeFreese and NicholsH Construction Systems Inc.Hugo Reed & AssociatesJarvis Metals RecyclingK & S Insurance AgencyLubbock Boys & Girls ClubLubbock Chamber of CommerceLubbock Children’s Health ClinicLubbock Emergency Communications DistrictMarsh and McLennanMullin Hoard & BrownNuStar EnergyOverton Hotel & Conference CenterSubaru-Share the Love Scoggin-DickeyService Title CompanyShallowater ISDSlate GroupSodexo School ServicesSouth Plains Association of GovernmentsTarget Store #2190Texas Dept. of Criminal Justice - Formby/Wheeler UnitTexas Dept. of Criminal Justice - Montford Unit

Texas Dept. of Criminal Justice - Rudd UnitTexas Tech Alumni AssociationThe Price GroupThe Salvation ArmyTexas Department of TransportationVolunteer Center of LubbockWells Fargo AdvisorsWestern Bank

$1,000 - $2,499Accolade Home Care & HospiceAcme Electric CoAll American ChevroletAlliance Credit UnionAmerican Red Cross serving Texas South PlainsAmericotARAMARK (Covenant)ARAMARK Education K-12Armstrong Mechanical IncAssociated Supply CoBaker Brown & Thompson Law FirmBank of AmericaBecknell Wholesale Co.Big Brothers Big Sisters of LubbockBigbee & Curtis Law FirmBorder States ElectricBoy Scouts of America-South Plains CouncilBrown-McKee, Inc.Carr, Riggs & IngramCasey Carpet OneCenturyLinkCommunity Health Center of LubbockConsolidated Pipe & Tube CompanyCraig Terrill Hale & GranthamDanny’s Catering ServiceDepartment of Children’s Protective ServicesDitch Witch SouthwestDollar Western Wear / UDAWG GraphicsEducation Service Center, Region XVII

All gifts are deeply appreciated. However, due to space limitations organizations giving less than $1,000 could not be listed. Every effort has been made to include pledges received by January 24, 2019.

To view this list online, visit our website at LIVEUNITEDLUBBOCK.ORG/SUPPORTERS

Many thanks also go to our 2018 Campaign Event Sponsors and live united Golf Tournament Sponsors. To see a full list of these sponsors, please visit LIVEUNITEDLUBBOCK.ORG/CAMPAIGN-EVENT-SPONSORS and LIVEUNITEDLUBBOCK.ORG/GOLF-SPONSORS

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OUR INVESTORS (CONTINUED)

Family Counseling ServicesForrest Heights United MethodistGlasheen Valles & Inderman Grimes Insurance Agency Inc.

Guadalupe Parkway Neighborhood CentersGVH DistributionH & H Trailer SalesHarkins, Hancock, and Johnston DentistryHDS Foundation

Hobart CorporationHoward Cunningham Houchin & TurnerHowell & Windham AdvertisingJones Flygare Brown & Wharton Law FirmKnox Gailey & MeadorLiggett Law GroupLive Oak Animal HospitalLubbock Avalanche-Journal Lubbock State Supported Living Center Mason Warner & CompanyMcCleskey Harriger Brazill & Graf McWhorter Cobb & Johnson McWhorter’sMerrill LynchONEOK West Tex TransmissionO’Reilly AutomotiveOsteogenics BiomedicalOverhead Door Co. of LubbockPennington, Bass & AssociatesPlains Cotton GrowersPrimary Utility Services

Retail Merchants AssociationRobison Johnston & PattonRoman Catholic Diocese of LubbockShropshire Insurance AgencySims Hubbert & Wilson Law FirmSouth Plains SonicSpirit Chrysler Dodge JeepSplawn Simpson & Pitts Law FirmSt. Clair & Massey OrthodonticsState Comptrollers OfficeStephen Joseph Inc.Suddenlink CommunicationsTarget Store #83Texas Commission on Environmental QualityTexas Dept. of Criminal Justice - Region 5 Satellite OfficeThe Parenting CottageTriple J Chophouse & Brew Co.UpbringVoice of HopeWellington State BankWomen’s Protective ServicesWorkforce Solutions South Plains

OUR INVESTORS (CONTINUED)

Glenn CochranPresident/Chief Executive Officer

Amy BerrySenior Vice President of Donor Relations

Lynn OwensVice President of Annual Campaign

Christopher HookVice President/Chief Financial Officer

Ashley AmmonsCommunity Impact Director

Amanda McAfeeMarketing & Communications Director

Devin McCainCampaign Division Director

Sammye SharbuttCampaign Division Director

Esther FeltonDatabase Manager

Mallory NealOffice Manager

Kimberly PruittAdministrative Assistant

Paula MiserWomen United Director

Carolyn SimpsonCommunity Impact Associate

UNITED WAY STAFF

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LIVE UNITEDFINANCIAL STATEMENTS

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Special Events

Golf Tournaments

Corporations & Foundations

Individual Donors

INDIVIDUAL SUPPORTERS$4,411,778

CORPORATIONS & FOUNDATIONS$1,046,986

GOLF TOURNAMENTS$227,236

SPECIAL EVENTS$138,984

2018 ANNUAL CAMPAIGN$5,824,983

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STATEMENT OF FINANCIAL POSITION

CashInvestments (Short & Long Term) Pledges Receivable (Less Allowance for Uncollectibles of $528,331) Other Receivables Prepaid Expenses

Total Current Assets

Land, Building, and Equipment (at Cost, net of Accumulated Depreciation of $729,492)

Total Assets

$ 1,296,042 5,228,888

4,608,958 26,640 82,919

11,243,447

730,157

$ 11,973,604

ASSETS

LIABILITIESAccounts PayableAgency Allocations & Designations

Total Liabilities

$ 91,702 1,874,528

$ 1,966,230

NET ASSETSUnrestricted Designated by the Governing Board for: Capital & Technology Improvements Casa de Amistad Undesignated - General Activities Equity in Fixed Assets

Total Unrestricted Net Assets

Temporarily Restricted Restricted by Time and Donor for: Operating Budget Future Campaigns Other Commitments

Total Temporarily Restricted Net Assets

Permanently Restricted Restricted by Time and Donor for: Endowment

Total Net AssetsTotal Liabilities and Net Assets

$ 80,000 7,229

4,958,867 818,374

$ 5,864,470

$ 765,31186,68565,972

$ 917,968

$ 3,224,583

$ 10,007,021 $ 11,973,253

STATEMENT OF ACTIVITIES

REVENUEPublic Support from Annual Campaign Less: Campaign Support for Other Organizations: State Employees Charitable Campaign Donor Designations Provision for Uncollectible Pledges (2017/18)

Total Current Year Annual Campaign Additional Campaign (Prior Years) Collections in Excess of Allowance (2015/16) Net Annual Campaign Other Public Support and Revenue Endowment Contributions & Pledges Other Campaign Related Revenue Investment Income Other Non Campaign Revenue: Rental, Grants Total Other Public Support & Revenue

Total Revenue

$ 6,063,863

(871,009)(752,998)

(309,072) $ 4,130,784

107,762

141,327 $ 4,379,873

34,983 267,252

32,032 146,494

$ 480,761

$ 4,860,634

ALLOCATIONS, EXPENSES, AND LOSSESAllocations to Agencies Donor Designations Capital Expenditures Affiliated Organizations: United Ways of Texas United Way Worldwide

Total Allocations Functional Expenses: Community Impact Supporting Services: Management and General Fund Raising

Total Functional Expenses

Total Allocations and Expenses Increase (Decrease) in Net Assets Net Assets - Beginning of Year Net Assets - End of Year

$ 4,316,165 (752,998)

41,983

14,742 62,912

$ 3,682,804

227,205

564,152 485,868

$ 1,277,225

$ 4,960,028

$ (99,394) 10,106,418

$ 10,007,021

LUBBOCK AREA UNITED WAYFinancial StatementsDecember 31, 2018

Note: The above information is summarized from the financial statements prepared by the management of the Lubbock Area United Way, Inc. as directed by its Finance and Audit Committees. The public accounting firm of Bolinger, Segars, Gilbert, & Moss will audit these statements and additional related information. Their report will be available at the United Way office and on the United Way website upon the report’s completion.

Thank YouFOR BEING IN THE

HOPE BUSINESS WITH US IN 2018.

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Lubbock Area United Way1655 Main Street, Suite 101Lubbock, TX 79401 806.747.2711 LIVEUNITEDLUBBOCK.ORG

Giving • People • Hope

Lubbock Area United Way