United Way

2014 Annual Report

Details

Category: News

Published on Tuesday, 07 May 2013 12:40

Written by Sean Smith

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Corporate Standing and Bonding for the Heart of the Ozarks United Way is registered with the Office of the Secretary of State for the State of Missouri as a not-for-profit organization.  At the recommendation of the Board president, and the agreement of the Board of Directors, the Board purchased bonding insurance for the principal officers and the Executive Director. 

Policy
Heart of the Ozarks United Way operates according to the By-Laws and Articles of Incorporation adopted by previous boards.  Board members adhere to the Code of Ethics and are encouraged to sign a Conflict of Interest Policy.

  Executive Committee
As a key strategy to helping ensure a successful year, an executive committee met as needed.  The committee for 2014 included Jennifer Smith(President), Jack Bates(Vice President), and Heather Butler(Treasurer).  Sara Stout, Executive Coordinator, also attended each meeting.  An agenda was issued in advance of all meetings.  Minutes were kept of all executive committee meetings.   

Board of Directors
the Board of Directors meets monthly, the third Wednesday of each month at the Shaw Medical Building.  An agenda is issued in advance of all meetings.  Minutes were kept of all meetings.

  Financial Statements
a budget for the year is approved at the Annual Board meeting held in January-March each year. The board treasurer maintains financial records and presents financial statements for review and approval by the full board.  A copy of each financial statement for the year is available on our Website.

  Audit
An independent audit is conducted by the accounting firm of Schultz, Wood & Rapp, P. C.  The audit was presented to and approved by the Board of Directors.  The full audit report appears is available on our Website.

  Agency Selection
The possibility of United Way funding for qualified agencies is widely publicized in the media and through other means throughout Howell County.  For the 2014 Campaign twenty-eight  agencies responded with an application for funding.  Board members were assigned to liaison roles for each agency.  Agency hearings were held on the evenings of January 13, 14 and 16, 2014, at Great Rivers Distibuting  in Pomona.  The agenda for the hearing process is available on our Website.  After the close of the Campaign in December of 2013 the Board reviewed the donation amount collected of $90,550 and determined that after general operating expenses the amount of $90,550 would be distributed to the following Agencies. A copy of the agency request/allocation analysis spreadsheet appears on our Website. 

Agape House

Alternative Opportunity Inc.

American Red Cross

Boys Scouts

Bridges

CASA

Christos House

Girl Scouts of America

The Media Arts Center

Whetstone Boys Ranch

Ozark Action Day Care

Mountain View Family Youth Center

The Salvation Army-West Plains & Willow Springs

Samaritan Outreach Center

Senior Citizens Club of Willow Springs

Special Olympics

Community Foundation of West Plains

West Plains Senior Center

Mt. View Senior Center

Ozark Family YMCA

Willow Springs Imagination Library

Mt. View Rotary Imagination Library

West Plains Christian Clinic

Hammond Mill Camp 

The Campaign
The campaign to secure funding for approved agencies for 2014 began with a Ribbon Cutting and Proclamatin by Mayor Jack Pahlmann at the Heart of the Ozarks United Way's new office located in the West Plains Bank North Branch building on Porter Wagnor Blvd.  In September 2013, letters announcing the beginning of the campaign were mailed to campaign prospects, along with campaign brochures. Board members made personal visits and telephone calls to prospects, as well as making presentations to employees in larger organizations.

  The Conclusion
As planned throughout the year, the campaign ended successfully in December 2013 with total pledges of $90,550. Funds approved by the Board of Directors will be disbursed in quarterly installments during 2014. Contractual Agreements were developed with recipient agencies and fully executed by authorized officers of the agencies and Heart of the Ozarks United Way. An example of the contractual agreement form can be found on the Website.