2009 Annual Report

Annual Report2008-2009

Heritage United Way

2008 Campaign

Celebration

Brian Tremblay,

Development Director

at the Manchester

Boys and Girls Club,

received the 2008

ADVOCATE Award for

his work on behalf of

Heritage United Way

at the 2008 Campaign

Celebration in March.

Alexis de Tocqueville Society Reception at the home of John & Marcia ZahrMembers of the Alexis de Tocqueville Society and other United Way friends gathered at John & Marcia Zahr’s beautiful home on Squam Lake this summer. The Society was created to celebrate people who demonstrate exceptional philanthropic leadership, and is named after the French historian Alexis de Tocqueville, who admired the American tradition of “neighbor helping neighbor.”

We are closing in on the end of a challenging, yet rewarding, year. It was a year filled with economic uncertainty, increased needs and tremendous hardships for many individuals and families that have come to depend on programs facilitated, managed and/or funded by Heritage United Way. Our Community Impact strategies have never been more important to the welfare of our communities. In this report, you will read about our work with Volunteer Income Tax Assistance (VITA) and the Earned Income Tax Credit (EITC), our partnership with the United Ways of NH on 2-1-1 NH, our efforts on Homeless Services and other community initiatives. We have complemented our move to Community Impact by engaging in numerous collaborative efforts with other organizations and groups where, together, we are achieving results that would not be possible on our own.

This has also provided us an opportunity to partner with the City of Manchester, Healthy Manchester Leadership Council, The Manchester Continuum of Care, The Manchester Police Department, Weed and Seed, The Endowment for Health, The State of New Hampshire, Southern New Hampshire University, The Internal Revenue Service, our 43 partner programs, and, most importantly, the nine other United Ways in the state. Through these efforts, we are creating efficiencies that are critical to the success of the community and reducing duplications in service. Thank you to our donors, volunteers, community partners and staff. We are grateful for your dedication to the organization. We would especially like to thank our committed Board of Directors, whose leadership truly embodies the United Way message of “GIVE. ADVOCATE. VOLUNTEER.” In closing, we invite you to visit our website www.heritageunitedway.org to stay up-to-date on all that is going on at Heritage United Way.

Daniel L. Griggs Patrick M. Tufts, MSWChair, 2009 Board of Directors President & CEO

REPORT FOR: 2-1-1 NH

q Sets an example for excellence.

q Made significant contributions to the community.

q Shows strong growth.

q Takes initiative in finding solutions to emerging needs.

Comments:

In June of 2008, the United Ways of New Hampshire launched their first statewide initiative, 2-1-1 NH. These 10 NH-based United Ways collaborated with one another on a comprehensive information clearinghouse with one centralized call center and a web-based resource database about local and state government services, as well as charitable programs and initiatives available to New Hampshire citizens.

By dialing 2-1-1, callers are connected, at no cost, with a trained information and referral specialist who can provide them with the information they need to get help or give help. The service is available 365 days a year, 24 hours a day and all calls are confidential and multilingual.

2-1-1 NH is run in partnership with Public Service of New Hampshire, who generously provides in-kind services of space, utilities and technology.

A+

Grade:

2-1-1 First Year Anniversary

2-1-1 NH celebrated it’s 1st Year

Anniversary with a ceremony at the

State House in June.

Some 2-1-1 highlights from 2009:

2-1-1 NH Serves as Public Inquiry Line for H1N1In October, the NH Department of Health and Human Services named 2-1-1 NH as the state’s public inquiry line for H1N1. 2-1-1 NH partnered with the State of NH to provide information and referrals related to the H1N1 Flu and vaccine availability.

StayWarm NHGovernor John Lynch asked 2-1-1 NH to work with the NH Office of Energy and Planning, NH Department of Health and Human Services and the NH Charitable Foundation to provide information on home heating and weatherization programs for NH residents. 2-1-1 NH referred over 2,000 callers to resources for home heating fuel during the 2008/2009 winter.

Earned Income Tax Credit/Volunteer Income Tax Assistance2-1-1 NH partnered with the IRS to provide New Hampshire residents with locations, operating hours and other important information for over sixty free tax preparations sites statewide. 2-1-1 NH also shared general eligibility guidelines for EITC with hundreds of callers. By providing this information, 2-1-1 NH helped to raise awareness of this valuable tax credit that often goes unclaimed.

Top 5 Calls to 2-1-1 for January 1, 2009 thru November 15, 2009

1. Rental Deposit & Rent Payment Assistance2. Legal Assistance3. Homeless Services4. Temporary Financial Assistance5. Electric Bill Payment Assistance

Keep up the

great work!

Volunteers from IKON Office Solutions painted on their day of service at the Easter Seals Jolicoeur School.

Volunteers from Velcro

painted classrooms at the

VNA Child Care Center.

Student volunteers from

Windham High School

painted and landscaped

at Camp Allen.

UNH-Manchester volunteers landscaped outside of the Mary Gale House.

REPORT FOR: Day of Caring 2009

q Plays well with others.

q Displays outstanding achievement!

q Plans and carries out group activities carefully.

q Enthusiastic participation.

Comments: Day of Caring is an annual Heritage United Way event that engages hundreds of volunteers in a day of community service. Nonprofit agencies, schools, and service organizations provide volunteers from local businesses with various service projects including beautifying summer camps, repairing a home for an elderly individual, cleaning up at area parks and playgrounds, painting offices and reading to children. Employees build workplace camaraderie while giving back to the community.

On September 16, 2009, 575 volunteers from 52 companies completed approximately 60 community service projects throughout the Greater Manchester, Derry and Salem areas. On this day alone, almost $70,000 in volunteer time* was contributed back to our local communities.

(*According to Independent Sector, the current estimated dollar value of volunteer time is $20.25/hour.)

“Big Brothers Big Sisters of Greater Manchester is extremely thankful to be apart of United Way’s Day of Caring. Today was a huge success and we could not have been happier with the turnout we received from the two fantastic groups of volunteers that were assigned to our agency. The support and time given from each person truly helped us get our mailing project out on time!”

- Valerie Bayko, Office Manager, Big Brothers Big Sisters of Greater Manchester

A+

Grade:

REPORT FOR: Homeless Services

q Demonstrates compassion and caring.

q An inspiration to others.

q Constantly strives to reach full potential.

q Goes above and beyond expectations.

Comments:

Heritage United Way has taken the lead in creating the Manchester Continuum of Care Homeless Services Center. This is the Continuum’s first collaborative project and will give all service providers in the City of Manchester a central workplace to collectively serve the needs of the homeless and eliminate barriers to service delivery. Heritage United Way is leading the effort to raise $250,000 for capital improvements and first-year operating costs for the Center which will be housed at Helping Hands’ 142 Central Street location. The Center is expected to open in January 2010 and we anticipate approximately 75 homeless individuals will be served each day.

Heritage United Way is also working with the City of Manchester to allocate $766,545 in recovery funding for Homeless Prevention and Rapid Re-housing.

Heritage United Way, the City of Manchester, Manchester Continuum of Care, the Greater Manchester Chamber of Commerce and St. Joseph’s Cathedral held a day-long Project Homeless Connect event in December 2008 and 2009.

Project Homeless Connect provides the homeless in our community with “one stop” access to services and benefits including: medical/health care screenings and referrals, flu immunizations, employment services and opportunities, shelter and housing resources, mental health treatment, substance abuse treatment, domestic/ violence counseling, and meals, as well as resources for other individually-identified needs. Over 115 homeless consumers were in attendance.

A+

Grade:

REPORT FOR:

q Uses a variety of strategies to help meet expectations.

q Displays outstanding achievement!

q Plans and carries out group activities carefully.

q Enthusiastic participation.

Comments:

Heritage United Way, in cooperation with Southern NH Services and the local Internal Revenue Service (IRS), celebrated the first year of the Volunteer Income Tax Assistance (VITA) program. This year’s program, at the Southern NH Services (SNHS) Workplace Success location, was extremely successful with over $440,000 in income tax refunds received by working families and individuals in Manchester.

VITA Programs help families and individuals with low-to-moderate incomes. Trained Volunteer Tax Preparers explain the many special credits and deductions and how to claim them on their tax returns. Volunteers also help individuals complete and electronically file their returns—all for free.

The Earned Income Tax Credit (EITC) was created to reduce the tax burden on lower-income workers and to supplement their wages. The credit can increase an eligible family’s wages by as much as 20 percent. Of the $440,000 refunded to Manchester residents, the Southern NH Services VITA site helped local families claim over $147,000 in EITC money.

A+

Grade:Volunteer Income Tax Assistance Program

REPORT FOR: Staff & Volunteers

q Take great pride in their work.

q Excellent citizens and role models.

q Leaders who are always willing to help out others.

q Excel in group activities.

2009 BOARD OF DIRECTORS

Daniel Griggs, ChairMarket PresidentNortheastern Massachusetts TD Bank

David CaronTown ManagerTown of Londonderry

David Cassidy, Jr.Executive Vice PresidentCentrix Bank

Dean ChristonExecutive Director NH Housing Finance Authority

Pamela DiamantisPrincipalCurbstone Financial Management Corporation

Allen Ericson, FACHEVice President/COOCatholic Medical Center

Robert Gossett

Ardeth Bader GriggsSenior Vice President, Regional Manager-Community BankingOcean Bank

Stephen HackleySenior Vice President,Greater Boston RegionComcast

Bruce A. Harwood, Esq.Sheehan, Phinney, Bass + Green

Paul LeBlanc, PhDPresidentSouthern New Hampshire University

Gary LongPresident & COOPublic Service Company of NH

Russell MarcouxTown ManagerTown of Bedford

Robert Nordgren, MDAssociate Medical DirectorDartmouth-Hitchcock Manchester

Sean OwenPresident & CEOwedü & Printers Square

Steven Paris, MDMedical DirectorDartmouth-Hitchcock Manchester

Beth RobertsVice PresidentNorthern New England Harvard Pilgrim Health Care

Cathleen SchmidtPresident & CEOCitizens Bank NH/VT

William SherryDirector, US Employee VolunteerismNational Grid

Amy ShevlinVice President, Human ResourcesBAE Systems

Anna ThomasDeputy Public Health DirectorCity of Manchester–Health Department

Victor TopoPresident & CEOCLM Center for Life Management

Robert TourignyExecutive DirectorNeighborWorks

Jeremy Veilleux, CPAPrincipalBaker Newman Noyes

Alexander Walker, Jr., Esq.President & ShareholderDevine, Millimet & Branch

Steven WebbMarket President- New HampshireTD Bank

A+

Grade:

2009 CAMPAIGN CABINET

Alexander Walker, Jr., Esq.Campaign ChairDevine, Millimet & Branch

Elizabeth Bailey, Esq.Sheehan Phinney Bass + Green

Gina BalkusDartmouth-Hitchcock Manchester

David Cassidy, Jr.Centrix Bank

Frank ChildsTown of Derry

Allen Ericson, FACHECatholic Medical Center

Ardeth Bader GriggsOcean Bank

Karl Heafield, CPABaker Newman Noyes

Paul LeBlanc, PhDSouthern NH University

Russell MarcouxTown of Bedford

Robert Nordgren, MDDartmouth-Hitchcock Manchester

Sean Owenwedü & Printers Square

Steven Paris, MDDartmouth-Hitchcock Manchester

Beth RobertsHarvard Pilgrim Health Care

Jerry SalvucciBlue Seal Feeds, Inc.

Cathleen SchmidtCitizens Bank NH/VT

William SherryNational Grid

HERITAGE UNITED WAY STAFF

Patrick M. Tufts, MSWPresident and CEO

Ruth BonneyExecutive Administrative Assistant

Grace ChenResource Development Coordinator

Pat FindlenCoordinator, Impact Strategies

Maria GudinasVice President, Resource Development

Susan HowlandHomeless Services Coordinator in conjunction with the City of Manchester

Marcia McDonaldFinance Assistant

Melissa NemonVice President, Community Impact

Jennifer Higgins PitreDirector of Leadership &Planned Giving

Mary SchroederDirector of Finance

Shannon K. SullivanDirector, Marketing & Communications

2009 ACCOUNT EXECUTIVES/DIVISION VOLUNTEERS

David AllenSheehan, Phinney, Bass + Green

Michael BarryCitizens Bank

Donna BriggsCentrix Bank

David CaronTown of Londonderry

Anthony ChismarkCentrix Bank

Raymond Cote

Connee DasaroCitizens Bank

Brenda DavisBank of New England

Pamela DiamantisCurbstone FinancialManagement Corporation

Patrick DuffyP. Duffy & Associates

Susan Duprey, Esq.Devine, Millimet & Branch

Paul Durham, Esq.Sheehan, Phinney, Bass + Green

Debra ElliottOcean Bank

Wayland ElwoodCentrix Bank

David JanelleTD Bank

Joseph KenneyOcean Bank

Dallas LagerquistHampshire First Bank

Mark LaliberteCity of Manchester Mayor’s Office

Brian LavoieCentrix Bank

Karen Levchuk, Esq.Devine, Millimet & Branch

Jack LoftusNapoli Group

Joseph Lovejoy, CPABaker Newman & Noyes

Sue MajewskiBedford Ambulatory Surgical Center

Susan Manchester, Esq.Sheehan, Phinney, Bass + Green

Doreen ManettaOcean Bank

Kristin Mendoza, Esq.Devine, Millimet & Branch

Janice MobsbyTown of Derry

J. Brian O’NeillManchester-Boston Regional Airport

Michael ParisiCitizens Bank

Lyndsee Paskalis, Esq.Sheehan, Phinney, Bass + Green

Michele PophamRiver Bank

Richard Rawlings

Earle RosseCentrix Bank

Phil RyanMerchants Automotive Group

Steven ScheinerOcean Bank

Jennifer Schick, Esq.Devine, Millimet & Branch

William SirakCitizens Bank

Ellen SoucyCitizens Bank

Tim SoucyManchester Health Department

Cheryl SteenbekeOcean Bank

Victor TopoCenter for Life Management

Brian TremblayManchester Boys & Girls Club

Heather WhitfieldTD Bank

Matthew WhitneyTD Bank

Kristin WooleverUNH-Manchester

Gary ZabierekHillcrest Terrace

2009 LOANED EXECUTIVES

Diane DayPublic Service of New Hampshire

Susan FancherNational Able Network

Nicolle Rizzo

COMMUNITY IMPACT COMMITTEE

Dean ChristonChairNH Housing Finance Authority

Ardeth Bader GriggsOcean Bank

Daniel GriggsTD Bank

Stephen HackleyComcast

Susan Manchester, Esq.Sheehan, Phinney, Bass + Green

Paul MertzicCatholic Medical Center

Robert Nordgren, MDDartmouth-Hitchcock Manchester

Steven Paris, MDDartmouth-Hitchcock Manchester

Patricia StormSelma Deitch Early Learning Program

Anna ThomasCity of Manchester- Health Department

Linda TremblayCitizens Bank

COMMUNITY REVIEW TEAM VOLUNTEERS

Education and Lifelong LearningMartin BoldinKeri DegenJames FreiburgerArdeth Bader GriggsKathleen HuntScott KalickiGeraldine KiregaKraig LamperJane LawSusan ManchesterBodie MoreyJames MorganMercedez RiveraDavid SargentKathy StaubKimberly StewartPatricia StormJanet TaftChristina TarnessKelley WalkerBrianna WardHeather Whitfield

Health and WellnessTerry AllenMaureen BlanchardCarolyn BolandDavid CanedyDarren ColvinPat DonahueM.J. DriscollGeri FoucherDavid JanelleDana JeanblancJoseph KenneyScott KingsleyGermano MartinsPaul MertzicLauren NevesSteven ParisWendy PelkeyCharla StevensAnna ThomasDavid Wenger

Housing and Economic Self-SufficiencyLaurie AllenPam BrownAnthony DemersRichard DuckoffBenjamin FrostLeonard GerzonColleen KarpinskyCatherine KuhnPeggy LambertWoullard LettAaron NolinLaura PawlendzioHeidi RobidasDeb SchulteJane StewartPatrick TaylorSusan TomasettiWanda TomlinsonLinda TremblayCraig TrottierSherri Veneman

FINANCE COMMITTEE

Jeremy Veilleux, CPAChairBaker Newman & Noyes

Allen Ericson, FACHECatholic Medical Center

Robert Gossett

Bruce A. Harwood, Esq.Sheehan, Phinney, Bass + Green

Russell MarcouxTown of Bedford

Steven WebbTD Bank

AUDIT COMMITTEE

Robert Gossett

Bruce A. Harwood, Esq.Sheehan, Phinney, Bass + Green

Russell MarcouxTown of Bedford

Paul RamseyPSNH

MARKETING COMMITTEE

Sean OwenChairwedü & Printers Square

Chris DuganAnthem Blue Cross Blue Shield

Diana HollandMerchants Automotive Group

Kim MuellerManchester Monarchs Hockey Club

Teresa RobinsonNH Union Leader

Sean ThomasCity of Manchester Mayor’s Office

ECC Thank You and

Best Practices Session

Employee Campaign Coordinators

gathered in August to share ideas

and discuss best practices for their

annual workplace campaigns.

This event was sponsored by

Southern New Hampshire University.

Atkinson

Auburn

Manchester

Go�stown

Candia

New Boston

Londonderry

Chester

Sandown

Danville

Plaistow

Salem

Hampstead

Pelham

Windham

Bedford

People Served by Town

Derryfest 2009

Heritage United Way Loaned Executives, Diane

Day from PSNH and Nicolle Rizzo, hosted a booth

at the 2009 Derryfest in September.

The 2009 Loaned Executive Program was

generously sponsored by Citizens Bank, Public

Service of New Hampshire, Dartmouth-Hitchcock

Manchester and National Grid.

TOWN SERVEDAtkinson 307Auburn 370Bedford 2,234Candia 244Chester 333Danville 275Derry 9,407Goffstown 2,422Hampstead 599Hooksett 860Londonderry 2,917Manchester 28,025New Boston 573Pelham 269Plaistow 512Salem 3,175Sandown 436Windham 660

TOTAL 53,618

The Finance Committee:Allen Ericson, FACHE, Robert Gossett, Bruce A. Harwood, Esq.,

Russell Marcoux, Jeremy Veilleux, CPA, Steven Webb

The Audit Committee:Robert Gossett, Bruce A. Harwood, Esq.,

Russell Marcoux, Paul Ramsey

Condensed Statement of Financial PositionAs Of March 31, 2009

Condensed Statement of ActivitiesFor The Period Ended March 31, 2009

Assets Public Support & RevenueCash and Equivalents $1,130,458 Public Support $3,100,000

Pledges Receivable $2,030,508 Interest and Investment Activity ($225,073)

Prepaid Expenses and Other Assets $24,353 Other Revenue $16,440

Total Current Assets $3,185,319 Restricted Funds ($180,708)

Investments $551,938 Gross Public Support & Revenue $2,710,659

Endowment Fund Receivable $806,378

Property and Equipment, NET $4,083 Designations ($586,520)

Total Noncurrent Assets $1,362,399 Provision for Uncollectibles ($248,000)

Total Assets $4,547,718 Net Public Support & Revenue $1,876,139

Liabilities & Net Assets Funds Distribution & ExpensesAccounts Payable $6,316 Program Services $1,729,481

Accrued Salaries And Other Expenses $42,998 Operating Expenses $618,534

Deferred Designations Payable $553,812 Total Expenses $2,348,015

Total Liabilities $603,126

Change in Net Assets ($471,876)

Unrestricted or Temporarily Restricted $2,586,276

Unrestricted – Board Designated $551,938 Net Assets, Beginning of Year $4,416,468

Permanently Restricted $806,378

Total Net Assets $3,944,592 Net Assets, End of Year $3,944,592

Total Liabilities & Net Assets $4,547,718

The Financial Statements, audited by Hession & Pare, PC, and the IRS Form 990 are available on our website at www.heritageunitedway.org.

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228 Maple Street, 4th FloorManchester, NH 03103603.625.6939

www.heritageunitedway.org Please remember Heritage United Way in your will or estate plan.