United We Fight. United We Win. United Way Worldwide 2016 Annual Report

United We Fight United We Win

About Us

Every day, and in all corners of the world, communities struggle with obstacles that are difficult to face and too hard to ignore. Illiteracy. Homelessness. Addiction. Local issues that require local solutions.

But there is hope. There’s United Way. We are the problem solvers, the hand raisers, the game changers. We surround a community’s most critical problems—and we fight.

Our Impact and Influence

We are more than just fundraisers. We are a global vehicle for volunteers, donors and advocates who seek to change lives and strengthen communities through service, collaboration and impact.

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Our Impact and Influence

Every day, and in all corners of the world, people look to United Way for lasting solutions to local problems. We are a vehicle for volunteers, donors and advocates who seek to change lives and communities through service, collaboration and impact. As the largest privately funded nonprofit in the world, we connect people and companies with the causes that matter to them the most. By engaging 2.9 million volunteers, nine million donors and more than 60,000 corporate partners in almost 1,800 communities each year, we are a reliable platform for social change.

Since our founding in 1887, we have been known as the fundraisers—but we are so much more than that. We are the hand raisers, the game changers. We are the problem solvers for those issues that are difficult to face and too hard to ignore. No matter the obstacles, we surround a community’s most critical problems—and we fight. We fight for the health, education and financial stability of every person in every community. Why? Because we know that change begins when we LIVE UNITED, and that building a better tomorrow starts today.

How do we make our mark? By facing problems head on. By galvanizing communities around important issues. And by forging unlikely partnerships for innovative solutions. From supporting disaster recovery efforts in India and giving students in South Africa the assistance they need to stay in school, to helping our military veterans in the United States find jobs and feeding the hungry in Washington, we give back so that others can get ahead. We fight for communities. We fight for a good quality of life.

We are United Way.

A Look Back at 2016

At United Way, we will remember 2016 for the lives we changed and the communities we strengthened. For the leaders we helped to grow and the opportunities we created. This annual report shines a light on many of the people and communities we helped, as well as those who made it possible.

A Year of Success and Significance

At United Way, we believe the most important work often happens in the trenches. Decades from now, people will remember 2016 for its social and political upheaval. From the election in the United States, to "Brexit" in the United Kingdom, to popular protests around the world, 2016 will leave an imprint on our collective memories.

At United Way, we will remember this past year for so much more. We will remember it for the lives we changed and the communities we strengthened. For the leaders we helped to grow and the opportunities we created. Our work took place in communities large and small around the world—and it often took place outside of the public eye. Yet, whether in front of the camera or behind the scenes, our efforts to build stronger communities have left their own deep mark on society.

This year’s annual report shines a light on many of the people and communities we helped, as well as those who made it possible. Throughout this website, you’ll see stories about our fight for the left-behind children in China and refugees in Europe. About our fight against homelessness in America and human trafficking worldwide. As these examples make clear, we fight for the health, education and financial stability of every person in every community. And we do it at a scale matched by few others.

At United Way, we believe that health, education and financial stability are the building blocks of stronger communities. When a child is healthy, he goes to school. When a student receives a good education, she gets a job that provides for her and her family. Our community-based approach would be impossible without the assistance of our corporate, community, labor and government partners. Deeply rooted problems—from struggling schools to unemployment—require the time and talents of a range of individuals and organizations, and we are incredibly grateful for their support.

That support is critical in a time when it seems like the only constant is change itself. Political winds shift frequently, and businesses rise and fall with increasing regularity. Technology is both bringing us together and driving us apart. In times of turbulence, however, we believe that our time-tested way of working—forging unlikely partnerships and mobilizing resources to develop sustainable solutions—is more valuable than ever. People will look to United Way to bring them together with opportunities to organize, build coalitions and effect positive change.

We’re proudly stepping forward, and we’re eager for the challenge. We know that tough issues require tough work, and that change doesn’t happen alone. It takes everyone fighting and pulling as one. To all of our partners, donors, advocates and volunteers, thank you for being in the trenches with us this year. With your help, we will continue fighting to create lasting change that impacts countless lives, makes our world a better place and leaves an enduring mark on society.

United we fight. United we win. Thank you.

Lechleiter Signature
John Lechleiter

John Lechleiter, Chairman of the Board

Gallagher Signature
Brian A. Gallagher

Brian A. Gallagher, President and CEO

Our Worldwide Network

United Way Worldwide Map

Impact by the Numbers

United Way serves 61 million people each year, and is engaged in nearly 1,800 communities across 40+ countries and territories.
Childhood Success
Childhood Success
100,000+books distributed to kids in Australia through Dolly Parton’s Imagination Library since 2013
2,600+central and northeastern Connecticut children in quality, early childhood education programs who gained the skills needed to succeed in kindergarten
9,600children in Liverpool, England, who have experienced healthy development through free play opportunities since 2013
Youth Success
Youth Success
96%of students in Cincinnati enrolled in afterschool programs who were promoted to the next grade level in 2016
2,635young people in the Philippines who’ve earned scholarships since 2014
69,795young people in Denver who were positively impacted through college- and workforce-preparation programs in 2015/2016
Financial Stability
Economic Mobility
4,148people in Cleveland served by workforce-readiness programs in 2016
$10+ billionput back in the hands of hardworking Americans since 2009, thanks to free tax-preparation assistance supported by United Way
6,959people in Greater Victoria, Canada, who found meaningful jobs, better managed their expenses and supported their families
Access to Health
Access to Health
24,035low-income citizens in Korea who were given access to healthcare in 2016
110,000+meals distributed at meal centers in Lehigh Valley in 2016
97,752people in Dallas who received preventive care support—leading to healthier lives—since 2014

Our Focus

Now more than ever, communities need help and hope. We offer both through our programs and services, while connecting people with critical resources and delivering solutions at scale. We fight for the health, education and financial stability of every person in every community.

Childhood Success

We ensure that children get a strong start in life by helping them achieve crucial developmental milestones and start school ready to succeed.

Youth Success

We connect young people with the tools, knowledge and networks they need to graduate high school and thrive in the job market.

Financial Stability

We give people the resources and opportunities they need to build a stronger financial foundation for themselves and their families.

Access to Health

We expand access to affordable healthcare, healthy foods and physical fitness so everyone can live healthy and happy lives.

Our Impact

At United Way, we mobilize the caring power of communities and work with partners to create permanent and positive change. From helping military veterans get back on their feet and nurturing character development in the classroom, to recognizing local heroes who are making a mark, we are strengthening communities from the inside out.

Making a Mark

Through our programs, products and services, we are making a mark on communities around the world and the lives of those who live there.

Supporting Those Who’ve Served  
Not All Heroes Wear Capes  

United We Fight

We fight to give every person in every community a chance to live a good quality of life and achieve their human potential.

Ending Intolerance in Communities  
Helping Refugees Rebuild Their Lives  
Giving Hope to China's Left-behind Children  
Eliminating the Scourge of Human Trafficking  

Leading the Charge

Throughout the year, we strengthened communities through our public policy and advocacy work, affinity groups and events.

Igniting Change Where it's Needed the Most  
Young Leaders Drive Community Impact  
WHAT A DIFFERENCE A DAY MAKES  

Our Supporters

Every day, we strive to create permanent and positive change in communities around the world—but we can’t do it alone. Thanks to the generous support of our volunteers, donors, partners, philanthropic leaders and other influencers, we are able to give back so that others can get ahead.

Our Corporate Partners

Each year, we work with more than 60,000 corporate partners to create lasting solutions for local impact. The companies listed here are members of our Global Corporate Leadership program.* These companies—along with their employees—contributed nearly $1 billion and volunteered countless hours this year in service of their communities. We thank them for their support.

*There are several criteria for membership in the Global Corporate Leadership program, including (but not exclusive to) running a workplace campaign at multiple sites, raising at least $2.5 million per year and contributing at least 50 percent of funds raised directly to United Way.

Leaving a Legacy

United Way proudly recognizes the extraordinary generosity of these philanthropic leaders.

Sarah & John Lechleiter

Sarah & John Lechleiter

The United Way Alexis de Tocqueville Award® 2016 winners


Few people have left a legacy quite like Sarah and John Lechleiter, new members of the $10 Million Roundtable™. For more than 40 years, the Lechleiters have played a transformational role as donors, advocates and community champions. In honor of their impact, and in appreciation of their continued support, United Way Worldwide and United Way Tocqueville Society awarded Sarah and John The United Way Alexis de Tocqueville Award for 2016, the highest national honor.

As the former chairman, president and CEO of Eli Lilly and Company, John has made a lasting mark by serving on the United Way of Central Indiana board and leading the United Way Worldwide board. Sarah, meanwhile, was instrumental in the development of Women United, where she helped increase membership, and significantly grew giving and volunteerism. Together, the Lechleiters have donated millions of dollars to United Way, including $5 million this year to support the expansion of high-quality, early childhood education and the Center for Working Families network in central Indiana, as well as United Way’s efforts in India, Brazil, Spain and South Africa.

"Sarah and John truly LIVE UNITED,"" said Ann D. Murtlow, president and CEO of United Way of Central Indiana. "Sarah works tirelessly as a volunteer and advocate for United Way initiatives, while John rallies our corporate leaders to take bold action on community priorities, including making quality, early childhood education a reality for Indiana’s low-income children. We couldn’t be more grateful for their financial support and personal commitment to the future of our community."

Ira Lubert

Ira Lubert

President and Principal Owner of IL Management

We are proud to recognize Ira Lubert, a real estate investor and private equity expert from Philadelphia, for his longstanding impact as a donor, volunteer and advocate for United Way of Greater Philadelphia and Southern New Jersey. A new member of the $10 Million Roundtable, and a 20-year member of the Tocqueville Society, Ira has displayed his dedication to United Way through his time and generous contributions. That support continued this year with a generous investment in United Way’s Lubert Individual Development Account Program, an initiative that supports continuing education and home ownership. We thank Ira for his leadership, and his commitment to enhancing the business and nonprofit landscapes in the Philadelphia region.

Three Generations of Philanthropy

Celebrating Three Generations of Philanthropy

George Jenkins, the late founder of Publix Super Markets, Inc. and a longtime United Way donor, initiated philanthropy as a family tradition. A celebrated philanthropist, George paved the way for his daughter, Carol, and her husband, Barney Barnett, to make a mark through early education work and other community efforts. As members of the $10 Million Roundtable, Carol and Barney are bringing positive change to their central Florida community, including through their successful ReadingPals program. Following in the Barnetts’ footsteps is their son, Wesley (pictured), and his wife, Ashley, marking three generations of philanthropy. Their efforts are improving the lives and families of the communities in which Publix operates. We are proud to recognize George, Carol, Barney, Wesley and Ashley for their gracious contributions, and we thank them for supporting United Way.

Richard L. Oliver

Richard L. Oliver

We would like to acknowledge the bequest of the late Professor Richard L. Oliver, a distinguished researcher and professor whose generosity was matched only by his desire to impact communities at scale. A leading academic expert on consumer psychology, Professor Oliver experienced firsthand the value of United Way through annual workplace campaigns conducted by three of the five universities where he taught. His generous financial contributions will go a long way toward fulfilling his vision to touch as many people as possible on a national level. We thank Professor Oliver for his exceptional philanthropy and the lasting impact he has created.

U.S.A. Board of Trustees

The United Way U.S.A. Board of Trustees is charged with providing oversight on matters related to—and specific to—the network of United Ways in the United States. Its responsibilities include U.S. membership issues, public policy, community impact, resource development and U.S. Board development.

CHAIR OF THE BOARD

James Bullard
President and CEO
Federal Reserve Bank of St. Louis

CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE

Cynthia Gibson
Executive Vice President, Chief Legal Officer and Corporate Secretary
Scripps Network Interactive

CHAIR, U.S. NOMINATING COMMITTEE

Jon Campbell
Executive Vice President, Director of Government and Community Relations
Wells Fargo and Company

AT-LARGE BOARD MEMBERS

Marc Bluestein
Founder and President
Aquarius Sports Entertainment

Molly Corbett Broad
President
American Council on Education

Anthony Carter
Retired Vice President of Global Diversity & Inclusion, Chief Diversity Officer
Johnson & Johnson

Jose Cecin
President
Pinnacle Wireless USA, Inc.

Cynthia Figueroa
Commissioner
Philadelphia’s Department of Human Services

Mary Ellen Garrett
Wealth Management Advisor of The Garrett Group
Merrill Lynch Global Wealth Management

Tefere Gebre
Executive Vice President
AFL-CIO

Donn Grimm
Retired Principal Vice President
Bechtel Infrastructure

Michael Hsu
President and Chief Operating Officer
Kimberly-Clark Corporation

Neeraj Mehta
Executive Vice President of Strategy and Business Development
Synchrony Financial

David Preschlack
President
NBC Sports Regional Networks & NBC Sports Group Platform and Content Strategy, NBC Sports

Mary Cathryn Ricker
Executive Vice President
American Federation of Teachers

William Rodgers, III
Professor of Public Policy and Chief Economist
Heldrich Center for Workforce Development

Fredric Rolando
President
National Association of Letter Carriers

Juana Slade
Director of Diversity and Language Services
AnMed Health

Byron Spruell
President of League Operations
National Basketball Association

EMERITUS BOARD MEMBER

William H. Gates, Sr.
Co-Chair
Bill and Melinda Gates Foundation

Worldwide Board of Trustees

The United Way Worldwide Board of Trustees has fiduciary oversight of United Way Worldwide, and is responsible for overseeing the business affairs of the organization.

CHAIR OF THE BOARD

John Lechleiter
Chairman, President and CEO
Eli Lilly and Company

SECRETARY OF THE BOARD

Bing Xiang
Dean and Professor of Accounting
Cheung Kong Graduate School of Business

TREASURER AND CHAIR, FINANCE COMMITTEE

Phillip N. Baldwin
President and CEO
The Citizens Bank

CHAIR, AUDIT COMMITTEE

Rodney E. Slater, Esq.
Partner
Squire Patton Boggs

CHAIR, EXECUTIVE COMPENSATION COMMITTEE

Peggy Conlon
Retired President and Chief Executive Officer
The Advertising Council, Inc.

CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE

Wayne Wouters
Strategic and Policy Advisor
McCarthy Tétrault

CHAIR, GOVERNANCE COMMITTEE

Punit Renjen
Chairman of the Board
Deloitte, LLP

CHAIR, RESOURCE DEVELOPMENT

Jorge Uribe
Retired Global Productivity and Organization Transformation Officer
Procter & Gamble Panama

CHAIR, BRAND STEWARDSHIP

John J. Dooner, Jr.
Chairman
The Dooner Group

AT-LARGE BOARD MEMBERS

James Bullard
President and CEO
Federal Reserve Bank of St. Louis

Luis Javier Castro
Founder and Managing Partner
Mesoamerica

Jean-Claude Gruffat
Managing Director
Galileo Global Advisors

Chul-Hee Kang
Professor of School of Social Welfare & Director of Center for Social Welfare Research
Yonsei University

Richard Trumka
President
AFL-CIO

Dr. Juliette Tuakli
CEO and Chief Medical Officer
CHILDAccra

United Way Worldwide and Subsidiaries Consolidated Statements of Financial Position

As of December 31, 2016 (In USD Thousands)

  2016 2015
Assets
  Current assets $ 26,667 $ 17,141
  Noncurrent assets 49,003 67,273
  Total assets 76,670 84,414
 
Liabilities and net assets
Liabilities
  Current liabilities 18,939 17,650
  Noncurrent liabilities 17,047 19,949
  Total liabilities 35,986 37,599
 
Net assets
  Without donor restrictions 26,805 30,736
  With donor restrictions 13,879 16,079
  Total net assets 40,684 46,815
Total liabilities and net assets 76,670 84,414
 
Revenue
  Membership support, net 31,391 28,484
  Contributions 67,729 63,510
  Other revenue 10,406 6,924
  Total revenue 109,526 98,918
Expenses
Program expenses:
  Investor Relations 5,993 6,133
  Donor Advised Giving 57,515 36,147
  International Network 6,614 5,008
  U.S. Network 8,816 9,393
  Impact, Strategy and Innovation 14,199 10,702
  Learning, Conferencing and Talent Management 4,766 4,757
  Public Policy 1,736 1,721
  Brand Strategy and Marketing 9,800 7,164
  Campaign and Public Relations 165 316
  Promotional Material Sales 687 636
  Total program expenses 110,291 81,977
 
Support services:
  General and administrative 5,149 4,287
  Fundraising 2,368 3,264
  Total support services 7,517 7,551
Total operating expenses 117,808 89,528
Change in net assets from operations (8,282) 9,390
Non-operating adjustments to net assets* 2,151 (1,299)
 
Change in net assets (6,131) 8,091
Net assets beginning of the year 46,815 38,724
Net assets end of the year $ 40,684 $ 46,815

*Reflects increased pension obligations based upon current actuarial analysis.