United Way of ConnecticutHUSKY Infoline Handled over 60,000 incoming and 44,000 outgoing calls, helping over 51,000 families understand the HUSKY application process, eligibility requirements

2009ANNUAL REPORT

United Way of Connecticut

Access to Services and

Information

United Way

2-1-1 2-1-1 Child Care

Care 4 Kids

Child Development

Infoline

HUSKY Infoline

Community Results Center

The mission of the United Way of Connecticut is to help meet the needs of Connecticut residents by providing information, education and connection to services. UWC furthers its mission by providing 24/7 toll-free call center access to health and human services information through 2-1-1, as well as specialized services in child care, child development and disabilities and HUSKY health insurance; and by collaborating with local United Ways and Connecticut State agencies and elected officials.

United Way of Connecticut Board of Directors

� Holly C. Wolff, Chairperson � Rev. David C. Parachini, Vice Chairperson, Grace Episcopal Church, Windsor � Diane Randall, Secretary, Director of the Partnership for Strong Communities � Laura Huren, Treasurer, United Way of Connecticut (not a board member) � Timothy F. Bannon, President Connecticut Housing Finance Authority � Susan Dunn, President and CEO, United Way of the Central

and Northeastern Connecticut � Karl Epple, Honorary Board Member � Theresa Hopkins-Staten, Director, Connecticut Public Affairs, Northeast Utilities System � James Ieronimo, Executive Director, United Way of Meriden & Wallingford � Estela R. Lopez, Higher Education Consultant � Charles Mason, President, Mason, Inc. � Robert Metzler, Esq. Hinckley, Allen and Snyder, LLP � Elizabeth Levering Morgan, Director, Middlesex Coalition for Children � Matthew Nemerson, President/CEO, Connecticut Technology Council � Joe Ragusa, CIGNA Relationship VP, IBM � June Renzulli, Nonprofit Consultant � Althea Marshall Richardson, President/CEO, Empower New Haven, Inc. � Jack Walsh, President and Chief Operating Officer of Valley United Way � Richard J. Porth, President and CEO, United Way of Connecticut

2009 United Way of Connecticut2

THE YEAR IN PERSPECTIVE

United Way of Connecticut (UWC) handled close to 725,000 calls in its 2-1-1, HUSKY Infoline, Child Development Infoline, 2-1-1 Child Care and Care 4 Kids operating centers in fiscal year 2009. There were 520,000 additional inquiries on UWC’s website database, providing direct access to up-to-date information on community and human services in Connecticut from A to Z.

FY09 saw unemployment rise to its highest levels in years, the stock market’s significant decline and the State struggle to craft a budget in the midst of a very large revenue deficit. The state of the economy led to higher call volumes at UWC and particularly more calls from middle-income families who had never before needed to ask for help. Like many organizations and agencies, UWC absorbed significant decreases in its budget. Throughout, UWC fulfilled its mission, providing more state residents with information, education and connection to needed services. We have been able to rise to the challenge when the people of Connecticut needed us most.

During FY09, UWC’s Board of Directors continued its important work to strengthen UWC’s governance and accountability. New board charters of work and new policies (including conflict of interest, whistle blowers and document retention) were all adopted and implemented, consistent with new government standards and best practices for nonprofits.

In an effort to help Connecticut United Ways speak with one voice on public policy issues related to their community leadership and community investment priorities, UWC crafted a 2009 legislative agenda focusing on four broad policy areas: early childhood education, housing, workforce, and United Way 2-1-1. UWC provided print materials on these issues to every legislator and to other state leaders and community partners. During the upcoming year, we plan to meet with more government leaders to promote a unified United Way policy agenda in Connecticut.

2009 marked an important anniversary for United Way 2-1-1. In 1999, Connecticut became the first state in the nation to implement a statewide 2-1-1 system. Created in 1976 as Infoline, UWC’s human service information and referral service was originally accessed through an 800 number. UWC was able to switch to the easy-to-remember 3 digit number once the Federal Communication Commission designated 2-1-1 as the number to call for information about health and human services. UWC continues to work on its strategic plan aimed at universal awareness of 2-1-1 throughout Connecticut. This plan includes working with United Ways and the media to promote 2-1-1. This strategy, as well as others, is meant to keep UWC on a path to continue to help meet the health and human services needs of Connecticut residents, a mission that is more important than ever during these tough times.

2009 United Way of Connecticut 3

HIGHLIGHTS OF THE YEAR

United Way 2-1-1 � Handled more than 480,000 requests for service and over

345,000 calls, an increase of 4% and 3% respectively over fiscal year 2008.

� Established 2-1-1 as the way for children and youth, who are experiencing a behavioral crisis, to connect with the state’s Emergency Mobile Psychiatric Services (EMPS).

� Partnered with Connecticut Public Broadcasting to connect state residents with mortgage foreclosure assistance and with volunteer opportunities. Connecticut United Ways played a key role in the volunteer campaign.

� Received over 9,000 visits to the 2-1-1 Navigator, an increase of 77% over the previous fiscal year. This screening tool for public benefits is now averaging approximately 1,000 inquires per month, many of which are from state agencies and nonprofits.

� Began taking after-hour, holiday and weekend calls from the 2-1-1 program in New Hampshire to assist them in providing their clients with 24/7 access.

� Sent call specialists to assist with 2-1-1 operations in Texas in the wake of Hurricane Ike. The Call Specialists spent 5 days assisting callers with finding basic necessities.

� Assisted the Department of Public Health in distributing information regarding the H1N1 virus. � Maintained a comprehensive community resource database with over 4,500 health and human service

providers offering approximately 48,000 services.

2-1-1 Child Care � Received over 30,000 calls and over 74,000 visits to the 2-1-1 Child Care web site, from parents seeking

advice and referrals on quality child care. � Conducted the annual availability survey to provide a snapshot of the availability of child care in

Connecticut and the number of children served. � Provided over 200 trainings to various local organizations and child care providers focusing on child

development and child care topics such as Healthy Young Children, Guiding Young Children’s Behavior and Early Literacy.

� Assisted the Department of Public Health in distributing information regarding the H1N1 virus to licensed child care programs.

� Participated as a State team member in Operation Military Kids, an outreach effort aimed at educating professionals and volunteers about the impact of military deployment on children and youth in Connecticut.

� Provided technical assistance to 56 newly licensed child care providers to promote quality care.

Top Ten Requests for Information

FY08 FY09

Utilities/Heat 42,528 65,769

Housing/Shelter 39,723 41,798

Information Services 36,714 38,633

Outpatient Mental Health Care 33,604 32,306

Substance Abuse Services 27,955 23,327

Financial Assistance 27,903 32,533

Legal Services 25,616 23,137

Public Assistance Programs 21,707 22,611

Food 17,662 21,569

Health Supportive Services 17,287 18,921

Total (all requests for information) 462,526 482,309

2009 United Way of Connecticut4

Care 4 Kids � Handled 285,852 customer service calls from parents and child care providers, a 3% increase over the

2008 fiscal year, to help implement the state’s program for child care subsidies for eligible working families.

Child Development Infoline � Helped over 20,400 parents, doctors and child care providers with child development assistance and

support. � Made over 9,200 referrals to Birth to Three, 1,700 referrals to Help Me Grow and 1,200 new referrals to

the Ages and Stages Child Monitoring Program. (The Birth to Three System focuses on children under 3 years of age with significant delays or disabilities. The Help Me Grow program helps to find services for children under age 9, who are at risk for developmental or behavioral concerns.)

� Served as the access point for the Department of Public Health’s Medical Home Initiative for Children & Youth with Special Health Care Needs, making over 500 referrals to this program.

� Served on the technical assistance team for the National Help Me Grow Replication project. This project is supported by the Commonwealth Fund which is looking into replicating Help Me Grow in other states.

HUSKY Infoline � Handled over 60,000 incoming and 44,000 outgoing calls, helping over 51,000 families understand

the HUSKY application process, eligibility requirements and the benefit package. These call volumes represent an increase of 13% and 19% respectively over fiscal year 2008.

� Completed the Citizenship and Identity project which provided outreach to HUSKY members statewide who were missing documentation and were in jeopardy of losing their HUSKY coverage.

� Assisted with the Medicaid Managed Care Transition project by making 19,000 after-hour calls over a two and a half week period to families to help them understand the insurance options available to them.

Community Results Center � Began staffing the State’s new Commission for the Advancement of 21st Century Skills and Careers,

referred to as the P-20 Council. The Commission seeks to support collaboration between early childhood, K-12, higher education and workforce training sectors to create an education and career pipeline that maximizes the education and skill level of Connecticut residents.

� Responded to over 40 media inquiries for UWC and its programs, including regular contact with WTNH/My TV9. UWC and WTNH/My TV9 established a partnership to help promote 2-1-1 in Connecticut and to provide TV viewers with immediate access to an information source related to a given news story.

� Supported the public policy work of UWC and the local United Ways.

HIGHLIGHTS OF THE YEAR

2009 United Way of Connecticut 5

Assets:

Cash and cash equivalents $3,590,100 $2,800,657Prepaid expenses 238,027 13,903Contracts receivable 18,454 281,464Local United Way receivables 41,951 54,336Other receivables 20,425 60,882Office furniture and equipment (net of accumulated depreciation) 61,792 290,992

Total Assets $3,970,749 $3,502,234

Liabilities and net assets:Accounts payable and accrued expenses $1,188,419 $889,624

Refundable advances 1,612,542 1,422,142Deferred revenue 85,290 76,749Total Liabilities 2,886,251 $2,388,515

Net assets:Designated - Office furniture & equipment $61,792 $290,992

Undesignated* 1,022,706 822,727Unrestricted net assets: 1,084,498 1,113,719

Total Liabilities and Net Assets $3,970,749 $3,502,234

STATEMENT OF FINANCIAL POSITIONFor the years ended June 30, 2008 and 2009

2009 2008

*Increase of $199,979 in undesignated net assets in 2009 compared to 2008 reflects accrued vacation expense decrease of $55,954 plus a net surplus of revenue over expenses from operations of $144,025.

2009 United Way of Connecticut6

Changes in unrestricted net assets:Revenues, gains, and other support:

Grants & contracts, federal & state $14,036,526 $13,364,696Local United Way revenue 632,647 644,714Grants & contracts, other 223,645 177,212Miscellaneous 171,488 52,349Investment income 21,013 51,582Directory sales — 1,728Database income 500 2,332

$15,085,819 $14,294,613

Expenses:Program services:

2-1-1 HHS 5,688,255 $ 5,653,945Care 4 Kids 6,440,550 6,243,392Community Results Center 136,622 294,037Other Programs 315,769 90,682

Total program expenses $12,581,196 $12,282,056

Supporting services:Management and general 2,533,844 2,472,396

Total expenses $15,115,040 $14,754,452

Increase/(decrease) in unrestricted net assets** (29,221) (459,839)Net assets at beginning of year 1,113,719 1,573,558

STATEMENT OF ACTIVITIESFor the years ended June 30, 2008 and 2009

2009 2008

Net assets, end of year $1,084,498 $1,113,719

**Decrease of ($29,221) in unrestricted net assets is due to non-cash expenses, primarily depreciation ($229,119). Revenues for this period actually exceed cash expenses by $144,025.

2009 United Way of Connecticut 7

United Way of Connecticut1344 Silas Deane Highway

Rocky Hill, Connecticut 06067

(860) 571-7500www.ctunitedway.org

Connecticut United Ways � United Way of the Central and

Northeastern Connecticut � United Way of Coastal Fairfield County � United Way of Greater New Haven � United Way of Greater Waterbury � United Way of Greenwich � United Way of Meriden and Wallingford � Middlesex United Way � United Way of Milford � United Way of Naugatuck and Beacon Falls � United Way of Northwest Connecticut � United Way of Southeastern Connecticut � United Way of Southington � United Way of West Central Connecticut � United Way of Western Connecticut � Valley United Way � United Way of Connecticut

UWC Senior Management

Richard PorthPresident & CEO

Tanya BarrettVice President

2-1-1 Health and Human Services

Laura HurenVice President

Business Operations

Sean JacksonChief Information Officer

Sherri SuteraSenior Vice President Child Care Services

UWC is supported by the State of Connecticut and Connecticut United Ways.

GIVE. ADVOCATE. VOLUNTEER.

LIVE UNITEDTM