Thank You For

2010AnnualReport

Annual Report Message

2010 Annual Report United Way of Greater Lafayette

2010

James L. M. Taylor Executive DirectorUnited Way of Greater Lafayette

Rick Davis President, Henriott Group2010 Board President

2010 was a most productive year for your United Way. In addition to a successful campaign, the Board began a strategic planning process in mid-January. After eight months of hard work, the Board approved our new plan in September. Based on our mission statement, mobilizing our community to improve lives, the plan features a governance goal, three mobilizing goals and three impact goals.

Our impact goals in Education, Income and Health are designed to mobilize resources beyond the campaign to accomplish our purpose. While raising money to fund services will always be core to our work, we know that it is not sufficient. By recruiting and channeling volunteers into appropriate opportunities in our impact areas, we hope to align these resources with the services we fund in ways that help deliver results more effectively. By educating our community about opportunities and challenges in these areas, we hope to encourage even greater momentum towards our impact goals.

The mobilizing goals in our strategic plan represent deepening stakeholder engagement in the work of United Way. Working with 16,000 donors in the campaign, more than 1,000 individuals volunteered with and through United Way in our community. Of these, those closest to our work have truly taken on the role of advocating for United Way and our mission. As we look to deepen the relationships we have with our stakeholders around the United Way campaign, we also are focused on a similar process in each of our impact goals. Ideally, United Way will work with interested donors to boost their engagement to become volunteers and advocates in the areas of Education, Income and Health.

We are truly excited about the broader work in which we are engaging. However, we were also extremely pleased that the 2010 campaign reached a successful conclusion. Under the leadership of Chair Cindy Murray, our campaign stabilized and has set a foundation for future resource development growth.

On behalf of the Board of Directors, our participating organizations and the many people whose lives you help improve in our community, thank you for your support.

UNITED WAY STRATEGIC GOALS

Governance: The United Way Board of Directors will provide leadership, oversight and support to ensure the organization effectively fulfills its mission

MOBILIZING GOALS

Give: Inspire and mobilize the community to provide the resources necessary to improve lives

Volunteer: Inspire and mobilize people to invest their time and talents to meet the needs of our community

Advocate: Lead community effort to identify needs, create awareness, educate the public and impact change

IMPACT GOALS

Education: Mobilize resources, facilitate partnerships and eliminate educational barriers to lifelong success

Income: Mobilize community resources to provide for basic emergency needs, while ensuring resources are available to teach and foster long-term financial stability

Health: Mobilize resources to provide access to health and wellness services, while fostering the adoption of healthy lifestyles

Officers

Rick Davis Jodi Roy Tom MurtaughPresident, Auto Underwriting Supervisor Assistant Vice PresidentHenriott Group State Farm Insurance Lafayette Savings BankPresident 1st Vice President 2nd Vice President

Randy Williams James TaylorPresident & CEO Executive DirectorLafayette Savings Bank United Way of Greater LafayetteTreasurer

Elected Directors

Sharon Bardonner Roger Blalock Jason BrickerCommunity Volunteer Senior Associate Athletic Director Chief Financial Officer Purdue University Kirby Risk Corporation

Spencer Buchanan Julie Cole Aaron CookeAlcoa Inc. Manager - Human Resources Partner Subaru of Indiana Automotive Cooke Law Office

Laura Downey Ed Dunn Bob Falk Chief Executive Officer Producer/Director Chief Executive OfficerConcordance Health Solutions Purdue University Purdue Employees Federal Credit Union

Cheryl Jorgenson Jim Ogden Traci RobisonVice President Business Manager System DirectorLafayette Life Insurance Company IBEW Local #668 Marketing & Communications Clarian Arnett Health

Isaac Rivera Gary Suisman Carlos Vasquez Director-Process R&D Health & Nutrition President & Publisher Division Director Evonik Degussa Tippecanoe Labs Journal & Courier Radiology Services St. Elizabeth Regional Health

Ex-Officio Directors

Community Foundation United Way United Wayof Greater Lafayette Past President Campaign ChairTom Parent David Bathe, D.A. Cindy Murray

Community Investment Labor Participation Marketing/Public RelationsCommittee Chair Committee Chair Committee ChairTom Peck Lesley Morgan Kate Spanke

Volunteer Services Agency DirectorsCommittee Chair Group RepresentativeTom Murtaugh Jennifer Layton

Board of Directors

2010 Annual Report United Way of Greater Lafayette

2010

(415,279)

1,417,488

584,938

373,834 958,772

3,737,641

4,203,403

-

-

- (340,399)

(299,319) 4,598,143

4,520,614

(492,262)

(492,262)

- -

-

-

(492,262)

(4,224,547) - 3,730

157 -

25,294

- (283,273)

- 4,504,997

4,250

4,250

-

-

-

- -

- -

- -

- -

$

-

- -

-

4,250

4,250

-

-

- -

- -

-

-

- - - - - - - - -

- - - - - - - -

-

- -

- -

-

Statement of Activities

2010 Annual Report United Way of Greater Lafayette

2010

UNITED WAY OF GREATER LAFAYETTE AND TIPPECANOE COUNTY, INDIANA, INC.

STATEMENTS OF ACTIVITIESFor Years Ended December 31,

2010 2009 2010 2009 2010 2009 2010 2009

341,895,4areY tnerruC stluseR ngiapmaC ssorG 4,504,997 - $ -$)913,992(selbitcellocnU rof snoisivorP )sseL( (283,273) - - 920,39selbitcellocnU rof )sessoL( yrevoceR raeY roirP (261,663) 93,029 (261,663) - )993,043(snoitangiseD ytnuoC-fo-tuO )sseL( (238,834) - (238,834) -

(Less) Amounts Designated by Donors for Member Organizations (439,178) (415,279) - (439,178) (415,279) - - 672,216,3euneveR ngiapmaC teN 3,305,948 93,029 (261,663) 3,519,247 3,567,611 -

790,03snoitubirtnoC dniK-nI 18,990 30,097 18,990 -847,97snoitubirtnoC 69,028 77,132 43,734 2,616

Grants 493,662 135,493 - - 493,662 135,493000,51emocnI pihsrosnopS 20,000 15,000 20,000 -669,78seeF tnemtsevnI fo teN ,sdnediviD dna tseretnI 112,733 86,720 112,576 1,246)270,453(stnemtsevnI fo elaS no )ssoL( dezilaeR (51,758) (354,072) (51,758) -482,91emocnI tnemwodnE 21,430 19,284 21,430 -446,15emocnI pohskroW 60,782 48,519 57,052 3,125530,31suoenallecsiM 18,495 13,035 18,495 -

Net Assets Released from Restrictions - - 3,778,468 4,224,547 (3,778,468) - -

046,840,4EUNEVER DNA TROPPUS CILBUP LATOT 3,711,141 3,807,212 241,428 -

EXPENSESProgram Services--

Gross Funds Awarded and Allocation Service Expenses 3,737,641 3,584,023 -(Less) Donor Designations (439,178) (439,178) (415,279) - -

Net Funds Awarded and Allocation Service Expenses 3,322,362 3,144,845 3,322,362 - -343,26ecivreS ytinummoC/snoitaleR robaL 59,712 62,343 59,712 -

Grant Programs 323,773 260,963 323,773 260,963 - - - - 169,035,3secivreS margorP latoT 3,643,037 3,530,961 3,643,037 - 600,102lareneG dna tnemeganaM 202,352 201,006 202,352 -

Fundraising 296,611 369,286 296,611 369,286 - -

TOTAL EXPENSES 4,028,578 4,214,675 4,028,578 4,214,675 - - -

INCREASE (DECREASE) IN NET ASSETS BEFORE 260,02STNEMTSEVNI NO NIAG DEZILAERNU (503,534) (221,366) (11,272) 241,428 -

UNREALIZED GAIN ON INVESTMENTS 680,082 596,210 680,082 596,210 - - -

441,007STESSA TEN NI )ESAERCED( ESAERCNI 92,676 458,716 241,428 -

NET ASSETS--Beginning of Year 4,991,374 4,898,698 4,028,352

NET ASSETS--End of Year 5,691,518$ 4,991,374$ $ 958,772$ 4,269,780$ 4,028,352$ $ $

PERMANENTLYTOTAL UNRESTRICTED RESTRICTED RESTRICTED

TEMPORARILY

3,144,845

3,584,023

$$$$$

Community Investments

2010 Annual Report United Way of Greater Lafayette

2010

2010 2009

760,761ssorC deR naciremA $ 167,067$ 800,89sretsiS giB/srehtorB giB 96,086540,18licnuoC eromagaS fo stuocS yoB 85,310625,213retneC ecruoseR ylimaF reuaB 306,398000,041cinilC htlaeH ytinummoC 138,292946,49retneC sisirC 94,649426,852.cnI ,secivreS ylimaF 258,624000,501knaB dooF sredniF dooF 99,476253,85licnuoC eromacyS fo stuocS lriG 61,423168,48retneC ytinummoC annaH 94,290641,96ymedacA ecruoseR tludA etteyafaL 69,146836,601ACMY ylimaF etteyafaL 112,250042,922retneC gnisuoH lanoitisnarT etteyafaL 218,214315,16noitaroproC diA lageL 61,513050,202bulC slriG dna syoB eceerT nyL 202,050929,71sleehW no slaeM 16,299671,7*sleehW no slaeM 9,675 701,551aciremA htlaeH latneM 147,721653,811ymrA noitavlaS 118,356235,03ytnuoC eonaceppiT fo crA ehT 30,532328,415eraC dlihC ytnuoC eonaceppiT 490,308

Tippecanoe County Council on Aging, Senior Center 197,560 197,560082,732retneC hsabaW 263,645

YWCA 211,354 222,4803,558,836 3,561,364

Less: Donor Designated Contributions (439,178) (415,279)

3,119,658$ 3,146,085$

As of December 31,SCHEDULES OF ALLOCATIONS TO AGENCIES

The amounts listed above include donor designated contributions for 2010 and 2009. *Meals on Wheels received $7,176 and $9,675 in donor designated contributions in excess of their allocation for 2010 and 2009, respectively.

2010AnnualReport

www.uwlafayette.org

(765) 742-9077

MISSION STATEMENTThe United Way of Greater Lafayette updated its mission recently. Our new mission statement is: Mobilizing our community to improve lives.

IMPROVING OUR COMMUNITYUnited Way improves our community by focusing on education, income and health. We bring people, organizations and resources together to deliver results.You can give, advocate and volunteer. Join us and Live United.

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INVESTING IN RESULTSWe fund services, develop initiatives and facilitate partnerships to eliminate educational barriers, provide basic needs, teach financial skills and encourage healthy lifestyles. We work to engage all of Tippecanoe County in the important work that United Way is doing. We strive to provide opportunitiesfor people to contribute in ways that are most meaningful to them.

Thank you Edward Dunn 2010 Volunteer of the Year

We owe special thanks to our 2010 Volunteer of the Year. This years winner is a volunteer who has served in varity of capacities for this and other non-profitorganizations. The winner sat on the Board of Directors for three years; Stepped in at the last minute to serve a 7th year on the Community Investment Committee when a vacancy arose and has given leadership to the PR & Marketing committee. You can always count him in to help whether its lending his creative skills on the campaign video or calling donors to say thank you for participating in the campaign. The 2010 Volunteer of the Year is Edward Dunn, from Purdue University.

THANK YOU TO OUR 2010 CORPORATE SPONSORSOur corporate sponsors provided a single donation that supported United Ways 2010 special events and activities, eliminating multiple sponsorship requests and ensuring that campaign donations were used to support the community directly.

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS