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Page 1: 2011 United Way Annual Report

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Page 2: 2011 United Way Annual Report

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Page 3: 2011 United Way Annual Report

United Way of Central Alabama, Inc. 3

CONTENTSA Message From the Chairman and President 05

Access to Service/Crisis Response 06Health 08Income 10

Education 12Resource Development 14

Agency Partnerships 162011 Partner Allocations 17

Communications 18Finance 18

Financial Statements 19Board of Directors 45Loaned Executives 46

Committees 47Past Chief Volunteer Officers and Chairs 50

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Page 4: 2011 United Way Annual Report

Last January, United Way of Central Alabama’s leader-

ship considered the economy as the single biggest chal-

lenge to the well-being of our community. It was

evident our United Way partner agencies were stressed

to meet the demand for services, particularly in the

area of basic needs. Then April 27, 2011 added to our

priorities to assist with rescue, recovery and the long-

term needs of tornado survivors. We felt fortunate that

so many of our United Way funded agencies were al-

ready on the front-lines as first responders.

But a disaster of this magnitude would require more as-

sistance. United Way, in partnership with Alabama’s

13 and Blue Cross Blue Shield of Alabama, conducted a

telethon with a text-to-give push. We were over-

whelmed by the generous response, not only from our

community but from across the nation. In a 24-hour

period over $1 million was raised, and over the next

eight months that total increased to $4.1 million.

Then United Way took a leadership role in establishing

a Long-Term Recovery Committee to form a support

network for survivors. From past disaster experiences,

particularly Hurricane Katrina, United Way knew there

needed to be a long-term system of support in place as

individuals exhausted their resources through local,

state and federal government, as well as through their

insurance companies. The long-term needs of sur-

vivors are unique. And through this committee, each

case is handled with that in mind, and with an ultimate

goal of helping each client get to a place of self-suffi-

ciency and on a path of recovery.

In addition to the recovery efforts, which support our

mission in the impact area of “Access To Service/Crisis

Response,” we continued our work in the areas of

Health, Education and Income. United Way has dou-

bled its efforts to remove the barriers of food deserts,

provide early learning opportunities for our youngest

citizens, and help low-income individuals and families

become financially stable. It is exciting and rewarding

work.

In 2011, we allocated $37,271,302 to assist more than

80 partners and programs with their missions of serv-

ice to those in need, the largest allocation in our his-

tory. And through the efforts of thousands of donors

and volunteers under the leadership of Robert B. Aland

with National Bank of Commerce, we raised

$37,285,124 for agency programs and services in 2012.

Our total allocations and community services, which in-

clude grant funding, disaster relief funds, as well as al-

locations to partner agencies, totaled $46,376,117 in

2011. We are proud of what has been accomplished

and the impact that has been made in Central Alabama.

Throughout this Annual Report you will read about

United Way’s 2011 accomplishments. These are in no

small part due to your gifts, your volunteer efforts, your

advocacy and your commitment to United Way and our

great community. Thank you.

4 Annual Report 2011

MESSAGEFROM THE

CHAIRMAN &PRESIDENT

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United Way of Central Alabama, Inc. 5

John A. “Drew” LanglohPresident and CEO

Charles W. “Bill” JonesChairman

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6 Annual Report 2011

United Way’s Response to the April 27th Tornadoes

The State’s Disaster Information Center• United Way’s 2-1-1 Call Center moved to the board

room, and its three call stations expanded to over

30 before the sun rose on April 28th. Other 2-1-1

call centers, like Tuscaloosa and Madison County,

were not operational and those calls were switched

to the Birmingham center.

• Calls then went out for volunteers to staff the cen-

ter in four-hour shifts, 24 hours a day. United Way

staff left their traditional roles to serve as shift

managers to train and moniter volunteers on each

shift.

• Over 730 community volunteers from corporate

leaders, social workers, health care workers and re-

tirees took over 20,000 storm related calls to help

survivors find the most basic of services – gas for

cars and generators, ice, food and emergency sup-

plies.

Hands On Birmingham• Hands On Birmingham, the volunteer arm of

United Way of Central Alabama, organized almost

8,000 volunteers ready to help those impacted by

the storms. As areas were opened to volunteers,

Hands On Birmingham managed projects such as

debris removal and distribution of food, water and

supplies.

Long-Term RecoveryIn the aftermath of the tornadoes, while victims were

still reeling and trying to plan their next move,

United Way was proactive in forming the Central Al-

abama Long-Term Recovery Committee (CALTRC).

• CALTRC is comprised of nearly 150 corporate, faith-

based, government and non-profit partners, which

concentrated its efforts on the long-term needs fac-

ing those most severely impacted by the disaster.

• CALTRC funding sources include the Alabama Tor-

nado Relief Fund for Unmet Needs, from United Way

of Central Alabama, and the Emergency Response

Fund of the Community Foundation of Greater Birm-

ingham, as well as private and corporate founda-

tions.

• Through CALTRC, United Way has invested more

than $1,141,724 in helping over 366 clients, who

might otherwise fall through the cracks, repair or re-

build housing, secure temporary housing and cover

related costs.

• To date, 150 cases have been referred to the Salvation

Army for furniture and appliances valued at

$125,000, and approximately 87 homes have been

repaired or rebuilt through the partnership.

A Caring Voice2-1-1, United Way’s free, easy to use phone connec-

tion to health and human services, received over

39,000 calls from people in Central Alabama who

needed the right connection to services.

Eight months after the outbreak of tornadoes, recovery is still at a rudimentary stage for many individuals and families that were uninsured and low-income with limitedresources. In December 2011, United Way received a $1.5 million grant from the Indianapolis-based Lilly Endowment to help with long-term tornado recovery inthe most highly impacted regions in Alabama. Disasterofficials in Alabama have estimated the state still facesabout $1.2 billion worth of unmet, long-term needs.

ACCESS TOSERVICE/

CRISIS RESPONSE

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United Way of Central Alabama, Inc. 7

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Alabama ranks at the bottom (46th) of states with the healthiest populations.

United Way is working with many community partners to produce healthy outcomes and move

Alabama up on the list. Two of those public/privatepartnerships produced positive, measurable

results to create healthier communities:

Health Action Partnership funded by Communities Putting Prevention to Work grant

through the Centers for Disease Control

Results• Stronger Smokefree Policies in Fairfield and Ful-

tondale in Jefferson County will protect citizens

from the harms of second-hand smoke in public

places including restaurants, bars, worksites and

bingo halls.

• 820 Souls Campaign drew public awareness to the

lives lost each year from second-hand smoke.

• Over 50 food pantries serving 40,000 individuals

received 280,000 pounds of fruits and vegetables.

• United Way partnered with eleven school districts

in Jefferson County to promote healthy food

choices in school cafeterias and after-school pro-

grams.

Healthy Kids, Healthy Communities funded by theRobert Wood Johnson Foundation

Results• Success By 6 worked with more than 100 childcare

centers on incorporating nutrition and physical ac-

tivity policies in their daily activities.

• Launched the Walking School Bus program, in

three Jefferson County schools – Hemphill Ele-

mentary, Robinson School and West End School.

The program encourages neighborhood involve-

ment in a healthy activity by recruiting volunteers

to safely lead students to walk to school.

• Playgrounds for 40 childcare centers were built in

collaboration with the Community Foundation of

Greater Birmingham. Volunteers from the corpo-

rate community assisted in the playground instal-

lation at childcare centers. United Way increased

the awareness of childhood obesity and empha-

sized the importance of healthy physical activity

for young children.

8 Annual Report 2011

HEALTH

Working together to drive thechange we want to see

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United Way of Central Alabama, Inc. 9

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Removing obstacles that preventhard working families

from getting ahead.

The Partnership’s concept of “Earn, Learn and Save” is supported by numerous value-added

programs including:

Free Tax Preparation• The Financial Stability Partnership of Alabama’s

free tax preparation program generated an eco-

nomic impact of $1,452,378 for Central Alabama.

• More than 1,500 tax returns were filed, totaling re-

funds of $1,452,378 and Earned-Income Tax Cred-

its of $477,556. The free tax-prep program enabled

individuals to avoid high tax preparation fees and

keep more of their earned income. Of the 1,675

clients served, tax return filing fees would have

cost more than $305,000.

Financial Coaching• The Financial Stability Partnership of Alabama

also provides financial education by empowering

individuals to learn how to budget, save, manage

debt, and avoid predatory lending practices.

Access To Individual Development Accounts• Emphasizing the concept of “assets for independ-

ence,” the Financial Stability Partnership of Ala-

bama, with more than 100 organizations statewide,

helps low-income families acquire assets through

the Individual Development Account program.

This program matches client savings 2:1. To date,

more than 600 families are in the program, who

have attained assets including homes, education

and small businesses valued at $8.5 million.

• The brightest spot in this story is that 73 homes

have been purchased through the Individual De-

velopment Account program - and these purchases

represent a foreclosure rate of zero.

10 Annual Report 2011

INCOME

The Financial Stability Partnership of Alabama and United Way support programs

that move people from the threshold ofpoverty toward financial stability.

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Preparing children to enter kindergarten ready to learn and

thrive is a catalyst for a successful future.

United Way’s Success By 6 (SB6) program serves as an

umbrella for programs and services that assure chil-

dren are healthy and prepared to succeed in school.

During the 2011-12 school year more than 700 children

across 36 sites in Jefferson, Blount, Shelby, St. Clair

and Walker counties will participate in SB6.

SB6’s cornerstone program focuses on underserved

preschool children in early learning centers. This past

year, 27 classrooms serving 426

students and 61 teachers participated in SB6.

As a result, and through its work with

community partners, SB6:

Improved the Quality of Early Learning in Child Care

• 61 early childhood educators and childcare center

directors received 45 hours of professional

development training focused on key practices in

school readiness. This averaged 35 hours of weekly

technical assistance for teachers from SB6

professional staff.

• Teachers pursuing their Child Development Asso-

ciate Certificates received scholarship support.

Supported Early Literacy• Every participating student received his or her own

personal library comprised of 15 books each (for a

total of 6,390 books given).

Increased Access to Developmental Screenings Including Vision and Oral Health

• Hundreds of children received health and

developmental screenings and were referred for

proper follow-up care (274 developmental

screenings and 333 vision screenings were

conducted, and 586 children received oral health

education and screenings).

Improved Transition to Kindergarten• 100% of participating classrooms showed im-

provement in the Early Language and Literacy

Classroom Observation (ELLCO) assessment con-

ducted in spring 2011.

• Students received technical assistance, with con-

centrations in math, early literacy, writing and lan-

guage.

Encouraged Parental Engagement• Offered quarterly parent trainings, covering topics

such as the transition to kindergarten, oral health

and reading to your child.

• On-site parent resource centers.

• Distributed more than 5,000 school readiness

calendars.

• Distributed more than 10,000 family resource

guides.

• Connected parents and childcare providers with

research based parenting materials through

www.bornlearning.org.

• Provided financial skills development training.

12 Annual Report 2011

EDUCATION

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United Way of Central Alabama, Inc. 13

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Page 14: 2011 United Way Annual Report

A Campaign to “Be The Difference”

Robert B. Aland, Birmingham

President of National Bank of

Commerce and 2011 Campaign

Chairman, led the effort to raise

$37,285,124.

• In early June, a record setting

forty companies agreed to run

their campaigns as Pacesetters.

This Pacesetter Campaign, led

by Craft O’Neal, Chairman of O’Neal Industries,

raised $10,106,421.

• The County Division consisting of volunteers from

Blount, Shelby, St. Clair and Walker Counties

raised a combined total of over $4.2 million.

The Combined Federal CampaignThe federal community, working in offices, services and

agencies, made a significant contribution to the needs

in the Central Alabama Area. The Combined Federal

Campaign (CFC), which is coordinated by United Way

of Central Alabama, surpassed its goal by raising

$1,260,325.64.

Women’s Leadership CouncilThe Women’s Leadership Council hosted more than

200 attendees at Protective Life Corporation for the 6th

Annual D.I.V.A.S. luncheon, raising $6,350 for the

Annual Campaign. The event focused on childhood

obesity. The Women’s Leadership Council recognizes

leadership givers and nurtures rising leaders and

contributors.

Young Leaders SocietyUnited Way Young Leaders Society is Birmingham's

rising generation of leaders working to do just that with

young professionals in our community. They are a

group, 175 members strong, committed to serving the

Birmingham and surrounding counties by giving,

advocating, and volunteering.

14 Annual Report 2011

RESOURCEDEVELOPMENT The total effort of the summer and fall

campaigns combined was $37,285,124pledged in support of the missions andoutcomes of United Way and its partners

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Page 15: 2011 United Way Annual Report

United Way of Central Alabama, Inc. 15

Tocqueville SocietyOne-hundred new Tocqueville Society members

(donors annually contributing $10,000 or more) joined

the existing membership of 700. Tocqueville

Chairman, Gray Plosser, created a triumvirate of

Jim Hughey, Allen Rowe, and Donald Hess to approach

new member recruitment, retention and gift increases.

They, in turn, each recruited team members to

visit prospects. United Way of Central Alabama

ranks 5th in the country for its large number of

Tocqueville Society members.

The home of Marsha and Rainer Twiford was the

setting for the 25th Annual Tocqueville Society dinner.

The Charter Members were honored with the

Tocqueville Award for their foresight and commitment

in establishing the Tocqueville Society 25 years ago.

The Legacy Society2011 was a banner year for The Legacy Society of

United Way of Central Alabama. The 16 volunteers

serving on The Legacy Cabinet visited prospective

endowment donors and led the Loyal Contributor

annual campaign to a 14% increase in giving.

In its 20th year, the Covenant Legacy Society continues

to grow with 362 members who have made 443 current

or planned gifts to the Endowment. Sheryl Kimerling,

the Legacy Cabinet Chair, was named to the United

Way’s National Planned Giving Committee.

The Diamond Donor Program continues to grow as we

recognize those loyal contributors who have been

giving for 25 or more years to United Way. Over 1,200

individuals throughout Central Alabama, giving in the

workplace and in retirement, have been identified as

Diamond Donors and stand as models for so many

others in our community.

The Tocqueville Legacy Circle was recognized, once again, as the largest inthe world. United Way Worldwide awardedBirmingham’s Circle the prestigious Fleur-de-Lis, recognizing the 79 individuals who have endowed an annualTocqueville gift with a contribution to theEndowment of $200,000 or more.

Gray Plosser, Tocqueville Chairman, with Diana Plosser and Drew Langloh,President and CEO of United Way.

Mallie Ireland, Tocqueville’s 25th Anniversary Chair, with Rainer and Marsha Twiford, hosts of the Annual Tocqueville Society dinner.

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Page 16: 2011 United Way Annual Report

United Way partners with more than 80agencies and programs to expand its

reach and to help meet its goals in theareas of health, education, income and

access to service/crisis response.

In 2011:

• In collaboration with United Way’s Finance area, a

Community Building web module was imple-

mented. This streamlined the allocations process

and will measure community impact for our partner

agencies. Agencies submitted funding applications

electronically and the VAT volunteers reviewed

these application materials online.

• Cahaba Valley Health Care, an agency dedicated to

providing access to quality healthcare for the under-

served, primarily Hispanic communities in Jeffer-

son and Shelby Counties, received its first allocation

as an agency partner in 2011.

• Established in 2009, the United Way Community

Crisis Fund granted over $616,000 to 56 nonprofit

organizations providing food, shelter and utility

assistance, before ending in June, 2011.

Ø Of the total amount awarded, $214,400 was

granted in the form of credit at the Community

Food Bank of Central Alabama. These grant

funds provided an estimated 324,649 meals for

hungry people.

Ø Forty-eight (48) of the grantee agencies had

never received UWCA funds before, and the ma-

jority of them had never applied for grants from

any source. From their experience with the Crisis

Fund, 10 agencies were able to successfully apply

for and receive federal grant funds through the

Emergency Food and Shelter Program for the

first time, bringing over $89,800 to their com-

munities.

• In addition to its volunteer management of tornado

relief efforts, Hands On Birmingham, a program of

United Way of Central Alabama, recruited 668 vol-

unteers for Project Homeless Connect and 1,176 for

MLK Day of Service. Over 41,000 volunteer hours

were clocked in 2011.

16 Annual Report 2011

AGENCYPARTNERSHIPS

640 Visiting Allocation Team (VAT) volunteers were recruited to review

agency funding applications, make sitevisits and recommend funding for2011. This is the largest class ever

recruited for this process.

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United Way of Central Alabama, Inc. 17

2011 PARTNER ALLOCATIONSPartner Agency 2011 Allocation A.G. Gaston Boys & Girls Club $ 683,251 AIDS Alabama, Inc. 71,327 Alabama Goodwill Industries, Inc. 63,772 Alabama Head Injury Foundation, Inc. 152,317 Alabama Kidney Foundation, Inc. 109,000 Aletheia House 444,481 The Amelia Center 84,000 American Cancer Society 685,574 American Red Cross 3,186,018American Heart Association, Inc. 718,925 Arc of Jefferson County (includes Blount County) 585,810 Arc of Shelby County 130,000 Arc of St. Clair County 93,018 Arc of Walker County 375,590 Better Basics, Inc. 80,892 Big Brothers Big Sisters 389,599 Birmingham City Schools Special Needs Fund 36,000 Birmingham Urban League 279,499 Blount County Aid to Homeless Children 30,000 Blount County Children's Center 109,280 Blount County Needy School Children's Fund 15,000 Boy Scouts of America, Black Warrior Council 71,746 Boy Scouts of America, Greater Alabama Council 966,288 Boys & Girls Club of Central Alabama, Inc. 647,495 Camp Fire USA ,Central Alabama Council 997,066 Catholic Family Services 146,604 Childcare Resources 618,521 Children's Aid Society 925,040 Children's Hospital of Alabama 694,491 Christian Love Pantry, Inc. 34,000 Collat Jewish Family Services 76,498 Concerned Citizens for our Youth, Inc. 175,000 Crisis Center 706,582 Developing Alabama Youth Foundation, Inc. 113,315 Easter Seals of the Birmingham Area 172,173 Family Connection, Inc. 201,076 Family Resource Center of NW Alabama 148,000(Daybreak)Fellowship House 239,425Gateway 1,159,124 Girl Scouts of North Central Alabama 603,367 Girls Incorporated of Central Alabama 818,442 Glenwood, Autism & Behavioral Center 137,915Greater Birmingham Habitat for Humanity 340,000Hispanic Interest Coalition of Alabama (HICA) 110,000

Partner Agency 2011 Allocation

IMPACT Family Counseling, Inc. $ 81,430 Independent Living Resources 145,250 Legacy YMCA 93,635 Levite Jewish Community Center 259,634 The Literacy Council 185,763 Oasis, A Women's Counseling Center 78,000 Oneonta Needy School Children's Fund 5,000 Partners in Neighborhood Growth (PING) 57,900 Pathways 325,000 Pell City Needy School Children's Fund 4,000 Positive Maturity 646,449 SafeHouse of Shelby County 115,815 Salvation Army Blount County 35,000 Salvation Army Walker County 92,820 Salvation Army-Greater Birmingham 1,708,280 Shelby County Needy School Children's Fund 11,000 Shelby Emergency Assistance, Inc. 214,834 Sickle Cell Disease Association 140,000 St. Clair Children's Advocacy Center 28,079 St. Clair County Department of Human Resources 47,782 St. Clair Day Program, Inc. 103,266 Traveler's Aid Society of Birmingham 251,610 United Cerebral Palsy of Greater Birmingham 727,924 United Community Centers, Inc. 86,542 United Way Community Food Bank 300,000 Workshops, Inc. 730,884 YMCA of Birmingham, Inc. 819,950 YWCA of Central Alabama 1,510,848

Other Allocations:Allowance for Pledge Loss 2,608,991Community Crisis Fund 61,016Designations CFC 890,000Designations Non-Member Agencies 1,540,000Designations State Employees 34,000Hands On Birmingham 150,000Imagination Library 150,000Special Projects 91,750United Way of Central Alabama 4,223,886United Way Worldwide 363,194United Ways of Alabama 18,000

Total $37,271,302

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Page 18: 2011 United Way Annual Report

Valued relationships with print, radio,television and social media outlets

allows United Way to highlight generouscontributors, volunteers and those

providing services.

• The 2011 campaign theme “Be The Difference” res-

onated with individuals and organizations while re-

minding us that we have an opportunity to step up

and “Be The Difference” in someone’s life. The ad-

vertising campaign, created by Luckie & Company,

included the production of a video, print materials

and radio/television spots featuring the familiar

paper doll chain with one doll highlighted. That doll

was the difference we challenged everyone to be.

• At this year’s campaign kickoff, featuring former

UA Coach Gene Stallings, guests participated in

a live online engagement through the growing

iamunited.org brand. They were asked to post

comments about the event and their United Way

experiences. The website was projected on a screen

in the room for guests to see the posting and

interaction live.

• Our presence in traditional media also grew with

prominent placement in Central Alabama television,

radio and cable stations.

Nonprofit organizations are being askedon all levels, Federal, State and Local toincrease their accountability standards.

Clean Opinion• United Way of Central Alabama’s Independent

auditor’s report was performed by Frost/Cummings

Tidwell Group of Birmingham. In the report dated

September 13, 2010, an unqualified opinion was

expressed on the consolidated financial statements.

Electronic Giving• Epledging to our community has been available for

years, allowing donors to give from their computer

in the comfort and privacy of your home or office.

In 2011 more organizations asked that United Way

provide them with an Epledge option.

• Over $8 million in pledges were processed through

national regional and local accounts.

• We shared our knowledge with United Way River

Region in Montgomery and the Autauga County

United Way Division.

Grants and Information Technology• United Way manages nine grants for a total of

$15,256,413.

• The Combined Federal Campaign began using a

CFC Assist software to directly import donor desig-

nations, agency payouts and to set up payroll track-

ing.

• United Way’s extended network hosts services to six

agencies and now provides these services to a com-

bined ten organizations totaling 50 users.

18 Annual Report 2011

COMMUNICATIONS

FINANCE

If you can text it, tweet it, or put it on Facebook,United Way’s social media imprint was present.

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INDEPENDENT AUDITOR’S REPORT

Board of DirectorsUnited Way of Central Alabama, Inc.Birmingham, Alabama

We have audited the accompanying consolidated statements of financial position of United Way of Central Alabama, Inc. (a nonprofit organization)and affiliate as of December 31, 2010 and 2009, and the related consolidated statements of activities, functional expenses, and cash flows forthe years then ended. These consolidated financial statements are the responsibility of the Organization's management. Our responsibility is toexpress an opinion on these consolidated financial statements based on our audit. The prior year summarized comparative information has beenderived from the Organization's 2009 consolidated financial statements and, in the report dated September 13, 2010, an unqualified opinionwas expressed on those consolidated financial statements.

We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicableto financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards requirethat we plan and perform the audit to obtain reasonable assurance about whether the consolidated financial statements are free of material mis-statement. The financial statements of the affiliate were not audited in accordance with Government Auditing Standards. An audit includes ex-amining, on a test basis, evidence supporting the amounts and disclosures in the consolidated financial statements. An audit also includesassessing the accounting principles used and the significant estimates made by management, as well as evaluating the overall financial statementpresentation. We believe that our audit provides a reasonable basis for our opinion.

In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of United Wayof Central Alabama, Inc. and affiliate as of December 31, 2010, and the changes in their net assets and their cash flows for the year then endedin conformity with accounting principles generally accepted in the United States of America.

In accordance with Government Auditing Standards, we have also issued our report dated September 8, 2011, on our consideration of UnitedWay of Central Alabama, Inc.'s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations,contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over fi-nancial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting oron compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be consideredin assessing the results of our audit.

Our audit was conducted for the purpose of forming an opinion on the basic financial statements of United Way of Central Alabama, Inc. takenas a whole. The accompanying schedule of allocations to agencies by impact areas on page 27 is presented for purposes of additional analysis,and is not a required part of the basic financial statements. The accompanying schedule of expenditures of federal and non-federal awards ispresented for purposes of additional analysis as required by U.S. Office of Management and Budget Circular A-133, Audits of States, Local Gov-ernments, and 'Non-Profit Organizations, and is not a required part of the basic financial statements. Such information is the responsibility ofmanagement and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements.The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures,including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial state-ments or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted inthe United States of America. In our opinion, the information is fairly stated in all material respects in relation to the financial statements as awhole.

United Way of Central Alabama, Inc. 19

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United Way of Central Alabama, Inc. 37

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United Way of Central Alabama, Inc. 39

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United Way of Central Alabama, Inc. 41

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United Way of Central Alabama, Inc. 45

BOARD OF DIRECTORSExecutive CommitteeCharles W. “Bill” Jones, Chairman of the BoardRobert B. Aland, Campaign ChairmanCharles Ball, Chairman of Planning & InitiativesNelson BeanRichard Bielen, Chairman of InvestmentsChip Bivins, Chairman of Agency ImpactWilliam “Bill” Blackman, Jr.Todd Carlisle, Chairman of Audit CommitteeDavid M. FieldsTerry D. Kellogg, TreasurerSheryl W. Kimerling, Chairman of Legacy GiftsGene Kirkconnell, Chairman of CommunicationsJohn A. “Drew” Langloh, President & CEOGeorge Gambrill Lynn, Immediate PastChairman of the BoardGordon W. MartinBill MortonAlan Rogers, Chairman of GrantsAlice M. Williams, Secretary

DirectorsVictor T. AdamoWalter BodyCharles S. Caldwell IIICurtis CappsMatthew ChapmanJames W. Childs, Jr.Doug ColtharpMalena CunninghamMarquita Furness Davis, Ph.D.Mike DonnellyNancy E. Dunlap, M.D., Ph.D., MBA

Will FernianyNancy Collat GeodeckeEleanor GriffinWilliam K. HolbrookJames F. HugheyMallie IrelandMac JonesSandy R. KillionP. Kay KornmeierMichael LuceLucy Thompson MarshSusan MatlockFred McCallumCharles D. McCraryFrank R. “Ray“ MillerRichard Murray IVLinda NelsonRaymond W. PerezTaylor PursellCharles W. RaineDudley ReynoldsAllen W. RitchieEdmund K. SeibelsMike ShannonPam SiddallJames C. “Jim” SmithFrank SottosantiShane SpeesBeth Thorne StukesYolanda Northorp SullivanWilliam C. TaylorC. Reynolds ThompsonW. Lee ThustonSamuel M. TortoriciDavid TurnerMacaroy “Mac” UnderwoodDontá WilsonQuittie C. Wilson

Honorary Life MemberWilliam J. Rushton III

TrusteesDr. Neal R. BerteThomas E. Bradford, Jr.J. Mason DavisElmer B. HarrisDonald E. HessJames E. Jacobson, Sr.Mac JonesRex J. LysingerJesse E. MillerThomas H. LowderKathryn W. MireeM. Eugene Moor, Jr.Drayton Nabers, Jr.Claude B. NielsonRichard A. Pizitz, Sr.C. Dowd RitterSusan J. RouseWilliam J. Rushton IIHatton C.V. SmithWilliam E. “Bill” Smith, Jr.Wm. Michael Warren, Jr.G. Wayne WhiteAlice M. Williams

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Theresa Banks_______sponsored by Blue Cross Blue Shield of Alabama

John Barnes_________sponsored by Children's Health System

Robert Beeman ______Protective Life Corporation

Gwen Blackwell ______sponsored by UAB

Mary Alice Boyd ______Regions Bank

Michelle Brown ______sponsored by Harbert Management

Joan Bryant _________sponsored by HealthSouth

Renea Cain _________sponsored by Baptist Health System

John Chaney ________City of Birmingham

James Cleveland _____U. S. Department of Treasury

Rhonda Cook ________Southern Company Services

Paula Cox __________Vulcan Materials

Ferris Edwards_______sponsored by American Cast Iron Pipe

Jennifer Evans _______Sterne Agee

Cledith Fisher________sponsored by El Paso Energy Corporation

Jill Graham _________Blue Cross Blue Shield of Alabama

Ezra Harris__________Energen Corporation and USW Local 12030

William Harrison______O'Neal Industries

Terence Hawkins _____Alabama Power Company

Gina Hawkins________sponsored by UAB

Loren Hawkins Spiller__Regions Bank

Cal Horton __________Regions Bank

Sue Kiker___________sponsored by AT&T

Virginia Kranzusch ____sponsored by Buffalo Rock & Altec

Ann Langford ________sponsored by Blue Cross Blue Shield of Alabama

Joanne Long ________sponsored by Colonial Properties Trust

Serena Martin _______Royal Cup Coffee

Dawn McGlothan _____Regions Bank

Bakari Miller ________United Way of Central Alabama

Robert Moore________sponsored by Thompson Tractor & American Cancer Society

Janice Moore-Smith___Alabama Power Company

Grant Musgrove ______Alabama Power Company

Jackie Nails _________Energen Corporation

Laura Marie Norwood __Cobbs Allen & Hall

Andrae Perry ________United Way of Central Alabama

Richard Poskarbiewicz _U.S. Steel and USW Local 2122

Robert Powell________O'Neal Industries

Bryan Ratliff_________sponsored by Brasfield & Gorrie

Pat Rowser _________BBVA Compass

Vicky Sparks ________Regions Bank

ShaRhonda Stinson ___Alabama Power Company

Lori Taylor __________Alabama Power Company

Jake Turner _________U.S. Steel and USW Local 1013

Winifred Walker ______Social Security Administration

Bobby Watson _______United Way of Central Alabama

June Weir __________sponsored by Maynard Cooper & Coca-Cola Bottling Co.

Blaire Wheelis _______Southern Company Services

Phyllis White ________U.S. Postal Service

Mark Whitfield _______Alabama Power Company

Catina Williams ______City of Birmingham Fire & Rescue

Jacqueline Williams ___Publix Supermarkets

Andrew Wingard______O'Neal Industries

Buddy Wolfe_________sponsored by Drummond

Sandy Zuiderhoek ____The American Red Cross

2011 LOANED EXECUTIVESLoaned and Sponsored Executives representing 39 companies were the linchpins in this year’seffective campaign. Working for 13 weeks from September to Thanksgiving, they took the campaign into the workplace.

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COMMITTEESAgency Impact CommitteeChip Bivins, Chairman Joy Elliott Marzette FisherLeigh B. HoodP. Kay KornmeierSandy R. KillionSheryl W. KimerlingMichael LuceRaymond W. PerezTaylor PursellRena RamseyRobert RosenbergIsabel Scarinci Edmund K. SeibelsJames D. SissonJames C. “Jim” SmithMark Smith Bill StriblingPat Vander MeerJim Wilson

Allocation Team Chairs and Co-ChairsChip Bivins, ChairmanKathy BoswellFelecia DaileyDennis DearingPatsy DreherJoy ElliottShirley FaganCherie FeenkerMarzette FisherPenney HartlineLisa HigginbothamLeigh B. Hood Sandy R. KillionSheryl W. KimerlingCindy KirkKenny KirkpatrickP. Kay KornmeirMichael LuceChris McMahonTim McNairHoward Mullis

Shawn NicholasRaymond W. PerezTaylor PursellRena RamseyRobert RosenbergIsabel ScarinciEdmond K. SeibelsMaury ShevinJeff ShimizuJames D. SissonJames C. “Jim” SmithMark SmithBill StriblingAnn UnderwoodPat Vander MeerVal VannJim Wilson

Audit CommitteeTodd Carlisle, ChairmanCooper EvansRandal W. JordanKevin J. KellyFrank R. “Ray” Miller

Campaign CabinetRobert B. Aland, ChairmanStephanie BainBrandon BishopGwen BlackwellCharles R. BloomThomas BroughtonKimberly "Kim" ByrdDenise CanfieldMalena CunninghamMarquita Furness Davis, Ph.D.Milton Essig, DDSTodd FredellaC. Houston GillespyHillery HeadPete HeinkeDonald Hess William E. HortonJim Hughey

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Charles W. "Bill" JonesWalker JonesWilliam H. KellerGregory A. KingAndrea McCaskeyThomas H. McGoughDonald Y. MenendezEdward MizzellTracy NeeleyMorgan OglvieH. Craft O'NealBob PhillipsGary L. PledgerC. Gray Plosser, Jr.Sally T. PriceJames M. Proctor IIDaniel L. RodgersAlan Rowe Frank SottosantiM. Shane SpeesJeffrey I. StoneBill L. StoneHugh B. Thornton, Jr.Scott D. WoodJoan M. Wright

Communications CommitteeGene Kirkconnell, ChairmanWalter BodyKristen BryanJessica BryantMalena CunninghamDavid DuBoseGloria HowardAndré NattaTim PrinceM. Brent PritchardFrank SottosantiQuittie Wilson

Community Crisis Fund CommitteeLouise Thibodaux, ChairmanJoy ElliottCathy Irvin

Hollis JohnsonPaul KennedyEd PhillipsJeff ShimizuJessica Vincent

Finance & Administration CommitteeTerry D. Kellogg, FSA, ChairmanJohn H. Holcomb IIIKristen M. HudakJohn R. LeeSusan W. MatlockEdward “Ned” L. Rand, Jr.Brian StanaAlice M. WIlliams

Financial Stability Partnership of Alabama Leadership CommitteeJohnnie AycockDan Bailey Steve H. Barry Nelson S. Bean Elaine S. Beck Becky Benton Jeannine Birmingham Joy BooneTom BroughtonMartin Brown Nancy T. Buckner Carol W. ButlerHomer Butler Jr. Maria B. Campbell Carl Carande Thomas H. Davis Jr.Alfonso “Al” Denson Russ DunmanChad FoosheGrant Haines Wayne Carmello-Harper Joan Hightower Walter Howlett Jr. Kay IveyRandy Jordan Paul Kennedy

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COMMITTEES

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Stephen J. Kirkpatrick Drew Langloh Scott Latham Chad NicholsKate Nielsen John Olsen Josh Petty Sam A. ScaliciPhilip Sandoval Marvin Scott Curtis Simpson Dr. Perry W. Ward Cindy S. YarbroughAdena Whitman Zamora

Grants & Initiatives CommitteeAlan T. Rogers, ChairmanJames W. “Jim” AndersonThomas E. Bradford, Jr.Alfonso “Al” DensonCharles W. DeBardelebenDr. Mike Fleenor

Investment CommitteeRichard J. Bielen, ChairmanJ. David Brown IIIKenneth L. Carlson, CFAJoe CliftonWilliam A., “Bill”LevantMichael T. LytleJohn P. Maloney, CFATodd NunnelleyPhilip “Phil” PassafiumeJames “Jim” Underwood

Legacy CabinetSheryl W. Kimerling, Chairman Jennifer EvansBrooke EverleyGillian GoodrichEleanor GriffinKathryn Harbert Derek JohnsonAndrea McCaskey

Dianne MooneyHamilton PoynorChristie Russell, CPA Jeane B. StoneYolanda Northorp SullivanFrances VerstandigCameron Vowell, Ph.D.Alice M. Williams

Planning & Community Initiatives CommitteeCharles Ball, ChairmanJames W. AndersonSteven H. BarryElaine S. BeckJoy BooneJames T. BradfordTeri ChafinMatthew ChapmanMike DonnellyDavid M. FieldsCarolyn FortnerReginald N. HollowayPaul KennedyWebb LyonsFred McCallumGary PalmerDeakins F. RushtonWilliam “Bill” M. VoigtJulius Weyman

Senior Staff LeadershipJohn A. “Drew” Langloh, President & CEOHarry L. Brown, Ph.D., Senior Vice-President,Planning & Community InitiativesKelly L. Carlton, CPA, Executive Vice-President & Chief Financial OfficerEllyn R. Grady, Senior Vice-President, Resource DevelopmentSamuetta P. Nesbitt, Senior Vice-President, CommunicationsSara S. Newell, Senior Vice-President, Agency Impact

COMMITTEES

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Chief Volunteer Officers Campaign Chairmen

1923 Crawford T. Johnson W. Carson Adams1924 Crawford T. Johnson A. M. Shook, Jr.1925 W. Carson Adams Theodore Swann1926 Erskine Ramsay Murray Brown1927 Walter E. Henley Robert Jemison, Jr.1928 Walter E. Henley Erskine Ramsay1929 Henry Upson Sims Percy Brower1930 Henry Upson Sims Thomas Bowron1931 E. H. Cabaniss Mervyn H. Sterne1932 P. G. Shook J.J.F. Steiner1933 Donald Comer Thomas W. Martin Lindley C. Morton1934 Oscar Wells Jelks H. Cabaniss1935 Oscar Wells Frank P. Samford1936 Herbert Tutwiler Crawford T. Johnson, Jr.1937 Thomas W. Martin Karl Landgrebe1938 Thomas W. Martin Robert Gregg1939 Crawford T. Johnson, Jr. Francis W. Sheppard1940 Frank P. Samford, Sr. John S. Coleman1941 Frank P. Samford, Sr. C. P. Rather1942 Jelks H. Cabaniss Frank E. Spain1943 Jelks H. Cabaniss James E. Mills1944 Francis W. Sheppard George A. Mattison, Jr.1945 Francis W. Sheppard Don H. Maring1946 Frank E. Spain William J. Cabaniss1947 Frank E. Spain Claude H. Estes1948 Don H. Maring William P. Engel1949 Don H. Maring James A. Head1950 C. P. Rather John A. Hand1951 John S. Coleman O. W. Schanbacher1952 John S. Coleman Jack D. McSpadden1953 William J. Cabaniss A. M. Shook III1954 William J. Rushton R. Hugh Daniel1955 James E. Mills William Hulsey1956 William P. Engel Allen Rushton1957 William P. Engel H. Neely Henry1958 John A. Hand L. M. Bargeron1959 John A. Hand Amasa G. Smith1960 Alfred M. Shook III Crawford Johnson III1961 Alfred M. Shook III Harvey Terrell1962 Jack D. McSpadden Richard Stockham1963 Harvey Terrell Frank Samford, Jr.1964 Harvey Terrell Wilmer S. Poyner, Jr.1965 Frank P. Samford, Jr. Leslie S. Wright1966 Frank P. Samford, Jr. Earl W. Mallick1967 Amasa G. Smith Robert F. Garrett

Chief Volunteer Officers Campaign Chairmen

1968 Amasa G. Smith Thomas E. Bradford, Sr.1969 Crawford T. Johnson III M. Eugene Moor, Jr.1970 Crawford T. Johnson III A. Gerow Hodges1971 Leslie S. Wright Julian L. Mason, Jr.1972 Leslie S. Wright Samuel H. Booker1973 M. Eugene Moor, Jr. Clinton R. Milstead1974 M. Eugene Moor, Jr. Wm. W. McTyeire, Jr.1975 Donald C. Brabston W. Houston Blount1976 Donald C. Brabston Ben B. Brown1977 A. Gerow Hodges William J. Rushton III1978 A. Gerow Hodges Jesse E. Miller1979 Ben B. Brown John C. Pittman1980 Ben B. Brown John W. Woods1981 Donald C. Brabston William B. Reed1982 Jesse E. Miller Edward M. Friend, Jr.1983 Jesse E. Miller Dr. Neal R. Berte1984 John W. Woods W. F. Warren1985 John W. Woods N. Carlton Baker1986 William J. Rushton III Rex J. Lysinger1987 W. F. Warren William A. Powell, Jr.1988 Richard A. Pizitz, Sr. William H. Mandy1989 Dr. Neal R. Berte Edward M. Friend III1990 Rex J. Lysinger Homer H. Turner, Jr.1991 William A. Powell, Jr. Drayton Nabers, Jr.1992 Alice M. Williams Dr. Charles A. McCallum1993 Edward M. Friend III C. Dowd Ritter1994 Wayne White Wm. Michael Warren, Jr.1995 Thomas E. Bradford, Jr. Elmer B. Harris1996 Drayton Nabers, Jr. Donald E. Hess1997 James E. Jacobson Hatton C. V. Smith1998 C. Dowd Ritter Claude B. Nielsen1999 Elmer B. Harris Thomas L. Merrill2000 Wm. Michael Warren, Jr. Gary C. Youngblood2001 Donald E. Hess Thomas H. Lowder2002 J. Mason Davis Sloan D. Gibson2003 Susan J. Rouse C. Alan Martin2004 Hatton C.V. Smith Wm. Michael Warren, Jr.2005 Claude B. Nielsen David R. Pittman2006 Kathryn W. Miree George G. Lynn Mallie I. Lynn2007 Thomas H. Lowder M. James Gorrie2008 William E. Smith, Jr. Samuel M. Tortorici2009 Mac Jones Charles S. Caldwell III2010 George Gambrill Lynn Dudley C. Reynolds2011 Charles W. “Bill” Jones Robert B. Aland

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Past Chief VolunteerOfficers and Chairs

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