LEADING FOR CHANGE 2016 REPORT TO THE COMMUNITY - United Way Halifax
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A MESSAGE FROM THE CHAIR OF THE BOARD AND THE PRESIDENT & CEO For nearly 100 years, United Way Halifax has been dedicated to bringing people together, and working with partners from all sectors, to create sustainable solutions for our city. Simply put, we take community needs and solve them by engaging everyone. Today, this approach is more important than ever, and it requires us to strengthen our business model with a focus on growing our impact and the resources we need to support it. We’re living in a time where people are questioning traditional ways of doing business. Demographic shifts, digital technology and constrained fiscal capacity are all creating significant disruption in our market. Despite huge passion and effort for community change, these shifts are affecting United Way and leading to stagnated growth, the realization of outdated systems and practices and lots of opportunity for change. “We believe this next year can be one of As the economy has become more service-oriented and increasingly digital, the importance of speed has courageous action for all of us.” increased dramatically. No longer do organizations need to choose between scale and customer intimacy. Today, with the right digital platform and use of customer data, they can do both. 2 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
What this means for United Way, in Halifax and across Last year United Way Halifax made one of our largest in our decision-making and more agile in our approach. the country, is even though we have strong relationships investments in community, allocating $2.4 million to And if the last year has proven anything, it’s that United and brand awareness, we must strengthen how we work community partners and programs and another $1.4 Way Halifax is not alone on this journey. with donors and community leaders to have the impact million to donor-directed charities. With a vision of we believe is critical in our community. From our own social transformation in mind, we adopted the goal of This is evident with organizations throughout our city research we know we must improve donor stewardship. changing 50,000 lives in five years. For some individuals and province that are striving to create new possibilities Thanking donors and keeping them informed about how this change will look like moving out of homelessness or while thoughtfully managing challenging trends. It’s their donations are invested in the community will result housing poverty. For others it will mean benefitting from proven in the outcomes of grassroots initiatives like the in more satisfied donors and a higher likelihood they will improved health or food security. And for others it will ones being led by our community partners and in the recommend us. be about gaining education, income, skills or a sense of recognition from governments at all levels that no one belonging, and decreasing isolation and stress. We have organization can do this alone. And it’s certainly felt in There are multiple ways to create meaningful and also invested in measurement and evaluation to help us the commitment so many of us have to making Halifax widespread change. Each requires us to be focused on understand donor investment and community change in a city free of poverty, united by compassion and rich in current performance and long-term potential. Together more tangible and concrete ways. opportunity. with partners, funders and champions, 2016 was a year we put many plans in motion. Recognizing the changing A new partnership with HRM was established to create We believe this next year will be one of courageous landscape, the Board invested in United Way Halifax to Halifax’s first-ever poverty solutions strategy. This project action for all of us. We hope the personal stories and restructure our business and community impact model. will focus on root causes of poverty and will build on expert opinions contained in the following pages will work underway by many passionate groups and change- inspire you to agree: the time for taking on the challenge A strategic fundraising committee was established to makers. Through community, business, youth and first- is now, and despite short-term revenue challenges, we help shift our mindset and methods around fundraising voice consultation, it will aim to knit a variety of efforts, are in this for the long haul, and our community will not and team restructuring is enabling us to place a greater ideas and solutions together into one comprehensive only prevail but soar. emphasis on new revenue growth, measurement, and measurable plan. collaboration and impact. Even if investment in change leads to loss temporarily, this rebuilding of our business We recognize changing the lived experience for 50,000 model is designed to create revenue results for the people in our community will require an even bigger long term. commitment from all of us. Leading that transformation John Rogers Sara Napier will demand we bring thought leadership and Chair, Board of Directors President and CEO collaboration to complex issues. We need to be bolder U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 3
Mental Poverty Issues in Halifax Health 1 in 8 live 1 in 5 experience in poverty. extreme life stress every day. e want to ma nce w ke i COMMUNITY Food e dif fe re n Ha lif Homelessness GOALS Security a Th x 1,700 shelter users in 1 in 7 are Halifax every year. food insecure. 25,000 people gain community belonging, decreasing their Inspired by our vision and isolation and stress. commitment to create positive People have the Halifax has a impact and measurable change, skills and opportunities they need and achieve 5,000 50,000 5,000 culture of active living and healthy LIVES financial security. eating. we’ve set a goal of changing people people have move out of improved 50,000 lives in five years. homelessness or housing CHANGED health and increased These goals are big and broad. poverty. IN FIVE food security. We know it will take all of us to YEARS achieve them and get us closer Affordable Health 15,000 Housing to our vision of a poverty-free city. People have people gain education, People have 3 in 5 are overweight the skills and income or skills to be the relationships they 1 in 4 spend 30% or obese. community supports free of poverty. need to build a sense or more of their they need to build of belonging and to income on housing. strong, vibrant improve their neighbourhoods. well-being. Community Education Belonging 1 in 3 do not have 2 in 5 of our workforce a strong sense of have a high school belonging to their diploma or less. community. 4 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
$95 $35 to programs and initiatives that promote active lifestyles improves nutrition $60 to programs and initiatives and active lifestyles that promote nutrition and in community improve food security COMMUNITY IMPACT $157 $133 to programs that strengthen neighbourhood hubs and resident builds strong, vibrant leadership in our community neighbourhoods $24 to Action for Neighbourhood Our donors are helping to deliver a Change broad range of solutions right here in Halifax. It’s these investments that get us closer to reaching our goal of positively $113 $71 to programs and initiatives focused on improving housing improves skills and and homelessness conditions changing 50,000 lives in five years. increases opportunities $42 to programs and initiatives that that people need to improve financial literacy, life skills achieve financial security and opportunities WHERE DOES A $500 INVESTMENT TO THE $85 $60 to programs and initiatives that strengthen positive well-being builds sense of community belonging UNITED WAY HALIFAX and improved $25 to programs and initiatives that strengthen inclusion and reduce COMMUNITY FUND GO? well-being social isolation $50 builds capacity and strengthens collaboration to advance our community priorities *Based on 2016 community investment allocations. U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 5
POVERTY AND THE ECONOMY Ian Munro, Chief Economist, Halifax Partnership COMMUNITY GOAL: 15,000 people gain education, income or skills to be free of poverty Poverty involves a variety of costs – direct and indirect, obvious and hidden. When people lack the resources for food, shelter and other necessities of life, public resources are needed to assist them. Many other societal costs, though, are less visible. An employee living in poverty may be experiencing stress – or hunger or fatigue – that impacts productivity at work. If a family cannot afford childcare, a parent may be unable to take a job that would help to lift the family out of poverty. When a child experiences poverty, the odds are increased that he or she will not develop to his or her full potential as an adult, which ultimately represents a loss for us all. At a high level, Halifax Partnership is focused on helping Halifax businesses to grow the local economy. More growth implies more employment opportunities for the city’s residents and more tax revenues that can be used to provide social supports and services. We also are looking specifically at how we can assist African Nova Scotians and our First Nations communities, two groups that historically have experienced disproportionate levels of poverty. Examples of this include expanding our Connector Program and collaborating on Community Job Fairs – events that bring together local employers with local job seekers with barriers to employment. 6 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
ISSUE IN BRIEF Halifax is a great city. Our economy is growing and we’re attracting and retaining more people. However, despite this progress, over 50,000 people in our city live in poverty. Poverty is a complex issue. It goes beyond measures of income. Barriers such as lack of affordable housing, food insecurity and social exclusion get in the way. We must make every effort to IMPACT IN ACTION ensure opportunities are available for more citizens to fulfil their Everyone has potential but not everyone has opportunity. Architecture 49, a local Halifax architecture potential and live with dignity. This includes opportunities for firm, is helping young people who are interested in the industry reach their potential. education, skills training and meaningful and stable employment. Kayvont Johnston is a Grade 10 student from Cherry Brook and a participant in the United Way Halifax- • 12% of our population live in poverty funded youth program at the East Preston Day Care and Family Resource Centre. Through a United (below the Low Income Cut-off before taxes) Way event he was connected to principle architect Craig Mosher and has been spending time at the Architecture 49 office ever since. Kayvont displayed an early interest in architecture and hopes to one • $19.17 is the Living Wage for Halifax, representing day rebuild the community centre in his neighbourhood for future generations. the amount of income and tax transfers required to cover family living expenses Craig believes that by providing role models for teens, his firm gets a fresh perspective and injection of youthful energy. He says it takes a village to educate an architect and passing on knowledge and • 21% of Nova Scotia youth (age 20-24) are neither experience is how young people advance. in school nor working • In Halifax, the rate of child poverty varies by neighbourhood from a low of 5% to a high of 28.2% “By offering these opportunities we’re sustaining the future of the profession.” – Craig Mosher U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 7
INVESTING IN HOUSING Bob Bjerke, Chief Planner, Halifax Regional Municipality COMMUNITY GOAL: 5,000 people move out of homelessness or housing poverty Investment in housing is an investment in neighbourhoods, in our children, in our families — in our future. Many factors contribute to the current lack of affordable housing options, including the rising cost of construction, the disrepair and mismanagement of some existing units and outdated municipal planning rules. The tools HRM uses to incentivize affordable housing units in new developments are limited. In particular, the affordable housing units gained through density bonusing will mainly address the need for moderate to low income housing units. It’s unlikely to result in units for those in the greatest need. The location of existing affordable units also poses challenges. There are several vacant, affordable units in Halifax, but they are in areas that have limited or no transit service, little access to green spaces or recreation centres and are not in close proximity to shops and services such as grocery stores, medical clinics, schools or child care. Investments into these areas are required to make the existing affordable units appealing and viable. And when considering the location of new affordable housing units, the proximity to transit and services must be considered. 8 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
ISSUE IN BRIEF Everyone should have a place to call home, as it is the foundation to their individual health and wellness, and to the health and wellness of the community. However, not everyone can afford a home in our city. Housing is affordable when it does not exceed 30 per cent of a household’s gross annual income. In Halifax, over 40,000 households are spending more than 30 per cent of their income on housing. Of those, more than 19,000 are spending more than 50 per cent. IMPACT IN ACTION Brad moved to Halifax with his partner, but things got bad for him when that relationship ended. “I went United Way Halifax along with the other partners in the Housing and Homelessness Partnership are committed to changing through a really hard time and my anxiety and depression kicked in. I ended up staying at a shelter.” these conditions. Together with the community and all levels of government, we are working to end homelessness and housing A United Way-funded program changed Brad’s life. First, they connected him with the help he needed for poverty in Halifax. dental and mental health issues he was experiencing. Then they got him on a waiting list for an apartment that was being built in his neighbourhood. • 1 in 4 households spend 30% or more of their income on housing “They helped me get my wonderful apartment — a peaceful and safe place to come home to. It’s a forever home, not just a place to stay.” • 1 in 5 households earning less than $29,500/year require non-market housing support (emergency shelters, These days, Brad sits on the Board of his building helping other tenants when he can. He is full of praise for transitional or subsidized housing) the people and programs that gave him a hand when he needed it. • 1,508 people used shelters in Halifax in 2016 • $1,063 is the average rent in Halifax for a “They have given me the strength two-bedroom apartment to actually grow out of the programs. I’m bursting at the seams.” – Brad U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 9
REDUCING FOOD INSECURITY Dr. Patricia Williams, Director, FoodARC, Mount Saint Vincent University Canada Research Chair in Food Security and Policy Change COMMUNITY GOAL: 5,000 people have improved health and increased food security Low income is the strongest predictor of experiencing food insecurity. Generally, the lower the household income, the higher the risk of food insecurity. At greatest risk are those living on Income Assistance, single mothers, households who rent, new immigrants, Aboriginal Peoples and those for whom we have no food insecurity data like individuals living on First Nations reserves and people experiencing homelessness. Food insecurity has far reaching and long lasting negative impacts. It leads to considerable costs to our health system with serious impacts on physical, mental and social health. For children, food insecurity compromises well-being and puts them at greater risk for conditions such as asthma, depression and suicidal ideation in adolescence and early adulthood. Social policies that improve the material circumstances of households can reduce food insecurity. For example, a comprehensive poverty reduction strategy in Newfoundland and Labrador reduced food insecurity by almost half between 2007 and 2012 by increasing income support rates and indexing rates to inflation, increasing affordable housing and increasing health benefits. An effective strategy that would create far reaching and lasting improvements in food insecurity would be to extend a guaranteed income, such as that currently received by seniors in Canada, to all citizens through a policy like a Basic Income. 10 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
ISSUE IN BRIEF Compared to major urban centres across Canada, Halifax is one of the most food insecure cities in the country. This means it’s more difficult for households in Halifax to afford and access healthy, nutritious foods than in other cities. Healthy, culturally appropriate and sustainably produced food must be accessible and affordable to all residents. While low IMPACT IN ACTION income is often the biggest barrier to healthy food access, this The Mobile Food Market provides fresh, affordable fruit and vegetables in neighbourhoods around barrier is further compounded by living in neighbourhoods with our city where residents have limited access to fresh produce. The market is an innovative solution that few affordable healthy food retail options. Individuals in areas provides people the opportunity to make healthy food choices no matter their address or income. that are under-served by healthy food retail options, particularly seniors, newcomers, low income residents, people with disabilities Marilyn is a retiree who knows the challenges of a limited food budget all too well. So, when the Mobile and single parents with young children, face additional challenges Food Market began making stops in her neighbourhood she became a regular customer. “There’s not a accessing healthy food. lot left in my budget at the end of each month. Because of the market I can now afford fresh produce and I just have to walk down the street!” • 1 in 7 households are food insecure Marilyn’s experience is similar to many others. In fact, in a survey of customers who participated in the • $823 estimated monthly food cost for a family of four in Halifax 2016 pilot, 93 per cent agreed the market location and prices made it easier for them to buy fruit and vegetables and 75 per cent agreed they consumed more fruits and vegetables as a result of the market. • 63% increase in monthly food costs for a family of four from 2002 to 2015 • Only 38% of Halifax residents report adequate fruit and vegetable intake “I really enjoy spending time with my neighbours and sharing new ways to cook and enjoy the produce.” – Marilyn U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 11
BUILDING INCLUSIVE COMMUNITIES Marjorie Willison, Owner and Blogger, Aging Well with Marjorie COMMUNITY GOAL: 25,000 people gain community belonging, decreasing their isolation and stress The reality is the longer you live, the more friends you lose which can lead to isolation. Typically, older adults end up living by themselves, choosing to “age in place” — staying in their own home and familiar neighbourhood. And despite research that says age-friendly communities are better for children and youth, a lack of interaction between young people and older people further contributes to isolation. Money is also a factor. Pennies are stretched with home upkeep, food costs and other bills. In terms of our aging population, I believe the challenge for our community actually exists in our ageist attitudes. When our attitudes catch up with the reality that older adults are living longer and healthier lives, we can begin to look at the endless opportunities that this group presents to society. Older adults are the backbones of communities and offer a wealth of skills, wisdom and abilities to businesses in Halifax that need skilled labour. 12 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
ISSUE IN BRIEF Human relationships are the key to living a healthy and happy life and a sense of belonging is at the heart of what makes a healthy and inclusive community. Every community has people who are left out. Race, age, ability, gender, geography and income are all factors that can marginalize individuals and limit their opportunities to fully participate in IMPACT IN ACTION society. These factors can lead to loneliness, isolation and reduced United Way-funded programs at The Club Inclusion bring people with complex disabilities together well-being. This is why United Way is committed to ensuring through connections and new opportunities. Since joining The Club three years ago, Will — a young our community is a welcoming environment where everyone is man on the Autism spectrum — has taken part in all kinds of social and group activities he hadn’t accepted for who they are, valued for what they can offer and able enjoyed before. to develop a strong sense of belonging. “He’s been a lot more willing to explore different things that are going on in his environment and • 1 in 3 do not have a strong sense of belonging his community,” says Will’s mother, Sue. “He knows that he is accepted at The Club and that is the to their community biggest prize of all.” • 1 in 4 seniors age 65 and over live alone Sue feels very strongly that their whole family has benefitted from the wonderful experiences he has had at The Club and she can’t say enough about the incredible staff team who are creating an • 49% at risk for social isolation based on factors of living in inclusive and welcoming community for everyone. single parent families, living alone, being separated or widowed • 81% of people who have strong connections to their community also have excellent or very good mental health as opposed to those who feel disconnected “Our best days as a family are when he is happy and laughing like he did on that first day.” – Sue (Will’s mother) U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 13
“My family has been Don & Liz Mills Jeffrey Murphy LEADERSHIP touched by a United Sara Napier Way-funded agency. We Brian W. Neil HONOUR ROLL W. & J. O’Connor are so fortunate to have Patrick O’Regan these agencies in all our Douglas A. Oxner 2016 John & Norma Oyler communities. I donate at a Shirley & Steve Parker leadership level to ensure Greg Payne Michael A. Pickup that others have access to Darrel Pink these services.” Ann Power Doug & Maureen Reid J. William Ritchie Lynda Taylor, Seana Routledge BMO Bank of Montreal John & Glenda Sherwood Mark Sidebottom Janet Steele Heather Sutherland PLATINUM Doug & Jan Nugent Peter Doig & Karen Crombie Stan & Ginny Thomas Stephen M. O’Regan Betty & David Sutherland Sue Thomas A leader is someone who connects, The Black Family Foundation Carolyn Booth & Tom Darling Jamie Oyler Judy Farnell Craig Thompson Lorraine & Ed Raymond Sara Filbee Allan P. Turner takes action and inspires. Our Mike & Wendi Bruce Jamie P. Loughery Heather Richardson Regina FitzGerald Julie-Ann Vincent leadership donors at United Way Dean & Jennifer Robertson Donald Flinn Erika Wagner Mr. & Mrs. Ken & Gloria Mader H. Sabean Jane Fraser George & Margie Waye Dan Muldoon Halifax see those in need and Lynda Taylor Allan & Leslie Shaw Carl & Johanne Turenne Bert & Shari Frizzell Judith A. Grant Greg & Suzanne West Jim White Nancy Tower extend their hand and their heart. Bruce Towler & Judy Steele Anonymous Donors (3) James M. Gunvaldsen-Klaassen Joe Gushue & Anne Malmberg Ryan W. Amanda Whitewood Anonymous Donors (2) Jonathan W. Hannam Michele Williams Lee F. Harwood Lee H. Winchester It is our honour to recognize over SILVER Mark Hazen & Tracey Hawco-Winchester 1,000 individuals who have made GOLD Lloyd Aikenhead Dr. J.G. Heathcote Prof. Paul B. Huber James Young Bobbi Zahra Melissa Andrew & Lukas Pearse Nancy Mansfield & Charles Baxter David Inkpen Anonymous Donors (20) a significant investment in creating Todd & Joanne Bechard Evelyn Barkhouse Katrina Beach Michael Kontak Ethel R. Kostman better lives for people all across Richard & Lucy Butts Jeff Boyd Dan & Dorothy Gibson Heidi Leslie Chris & Sybil Bryant BRONZE our city. Thank you to our 2016 Doug Hall & Sherry Porter Darren J. Leyte Paul F. & Lorraine Campbell Ross E. Hallett Katherine Lusk Doreen & Terry Carroll Jim D. Abraham leadership donors. Brenda & Ken Hardie Mathew Harris & Joyce Hoeven Blair & Rosemary Carter Liz MacDonald Bruce Marchand Debbie Ackroyd Marc Champoux Peter Adams Tara-Lynn Hughes Frances Martin & Lewis Page Isaac Comeau Russ Adams Lynn Johnston Rod McCulloch Murray Coolican & Mimi Stanfield James Ahlstrom Dr. David Butler-Jones Jim & Elaine McGivern Dr. Martha Crago Robert Aitkens Dorothy & Colin Latham Geoff Mercer Simon & Rayanne d’Entremont Kathryn Aleong Ian R. MacDonald B. Miles Serge DesJardins Gary Anderson Mr. Jeff Marshall Paul Miller Glen Dexter 14 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
Gerry Cameron Rhonda J. Calcott Marie Deyoung “We’ve seen Halifax grow & Bonnie Anderson Josh Alarie & Nicole Cameron Gordon & Lynn Dickie Michael Anderssen Kim & Mike Campbell William Digby and change a lot in the 20 Tia Andrews John B. Carling Michael L. Dion years that we’ve lived here, K. Arjoon Rob Carruthers Corinne Dixon Ross Backman Brian Carson John Doane and we’ve also seen United Inge & Bernard Badley Dr. Margaret Casey & Catherine Stevens Doane Way Halifax keep up with Mike Bailey Edson Castilho Stephen J. Dockrill Greg Bakeeff David M. Chapman Carol & Colin Dodds the changing needs in our Michelle Baker Brendan Chard Cathy Doig community. That’s why we Paula Barry Mercer Johanne Charest Doran T. Donovan Melanie Bartlett Paul Charlebois Kirk Dorland give each year.” Nicole Beaton Max Chauvin Russell G. Doucette Genanne Beck Richard Belding Gregory Cherry Greg Chiasson Michael Drohan Matt Drover Ward & Madge Skinner, Bruce Belliveau Mark Chin Yee Jonathan Ducarme Active seniors Amy Bennet Roach Mike Christie Matt Duffy Tyler Berdan Scott Christie Frank Dunn Joseph Berry Ryan Churchill Kelly Dunn David & Krista Bezanson Lyssa Clack & Family Mark DuPlessis M.J. Biggs John Clahane Peter Dykhuis H. Wayne Garland Kim Hansen Carol Johnston M. Conny Bishop Michelle Clare Douglas W. Earle Peggy & Roger Hammond Deborah & Michael Hanusiak Ian Johnston Fiona & Malcolm Black David Colbourne John & Marilyn Edgecombe Janice Gaudet Glenn Hardie Åsa & David Kachan Grant Black Allen Collins Rochelle Egan Sarah Gaudry Ruth Harding John Kavanagh David & Laurie Blades Peter Comeau Dr. David C. Elliott Barry Gaul Troy Harnish & Anne Mason-Browne Mike Blaesing Steven Comeau Mary Lynn Elms Paul Gerin Lisa Harrison Delephina Keen Jean-Michel Blais Paul Conrod Kellie Evers Gordon Giacomin Tanja Harrison James Kennedy Donald Blue Peter M. Conrod, FCPA, FCMA Debbie Fader Dr. Alex Gillis Laura & Scott Hastings Margot L. Keough Greg Blunden Connie Cooke Patty Faith Pauline Godsell Janet & Brady Hawley Glen A. King Meaghan Blyth Jim Copeland Peter Fardy Reginald Goodday Shirley Hazen Darlene Kinghorn Dr. Bernard Boudreau Cheryl Corkum Don & Pat Farmer Paul Goodman Bruce Hennebury Tracy Kitch & Ian Hosein Kelly Boudreau Guillaume Cote Debby Farnell Rudolph Jack & Arlene Gorrill David Hennigar Corina Klattenhoff Donna Bourne-Tyson Susan Covert Eric Ferguson Kerri-Lynn Graham Lisa & Richard Herritt Morley Knight & Jonathan Tyson Janet Crocker Judith Ferguson & Gordon Helm Scott Graham Evan & Andrea Hickey Phillip Knoll Benjamin Boven Darlene Crowell Fitz Ltd Debbie Grant Pamela Hinks Lilani Kumaranayake Paul Bradley Edwin Crowell Peter Fitzner Scott Grant Iashi Holder Lidia Kwiatkowska Craig Bradshaw & Anna MacIsaac Tammy Currie Brian Fitzpatrick Dr. Jean Dorothy Gray The Hopkins Family Paul Laberge Patricia Bradshaw Carrie Cussons Erin Flaim Michael W. Gray Timothy Horricks William Lahey Theresa Breen Adam Darkes Carrie Forbes Paul Greeley Tim & Faith Houck Corston G. Lane Margaret Brigley Bryan Darrell Captain(N) Paul W. Forget, CD Denise Green Christopher Hubley Laura Lee Langley Stephen Brosha Noah, Isaac Monica Foster Family of Neil Gall David Hughes Kris Leaman Margaret Brown & Bella Dauphinee-Muise Paulette & Bob Fowler John Greer Jean Hughes Brad LeBlanc Karen Broydell Lisa Davis Denton Froese Mary Ellen & Peter Gurnham Suki Hughes Tammy & Scott LeBlanc Carla Bryden Joan Davison Conrod Heather Furey Leanne Hachey Joseph Hui Jeff Lee J. Bugden Bruce DeBaie Marc Furlotte Daniel Currie Hall Karen Hutt Jon Legatto Carla Bunch Patricia DePalma Nancy Gallant Jim Hall Patty Isnor Anne-Marie Leger Tyler Burke Stephan Dery Kim Gannon Pat Halliday Don Jay & Lorraine Roode Crystal Leigh Debra Burleson Christiane Deslavriers Janice Gareau Pete Halliday Philip Jenkins Murrin A. Leim Elizabeth Butt Robert Dexter Kartik Garg Toni Halverson Godfrey Jerry Michael Leonard U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 15
“I give because I want to be Alana Phelps & Kacey Shupp Craig A. Sutherland BASE a part of making life better Dave Pickles Dennis & Peggy Pilkey Keith Sutherland Kathryn Swenson Lynn Adams & Tom Peck for 50,000 Haligonians in Bettyann Power & Robert Field Ryan Tang Kimberlee-Ann Aliga the next five years. I know J. Power Tracey Taweel Charles Allain Tracey Allen my annual donation creates Craig Prall & Jennifer Cooke-Prall Matt Pulsifer James A. Theriault Leslie Theriault Bruce Anderson opportunities for education, Bev Purcell Christopher Thompson Jennifer Angel Michael Archibald helps build communities Adam Randell Ian Thompson Steve Ashton Carrie Ricker Michael Thompson and solves issues of food David Robbins Lee Thomson Monica Baccardax and housing security across Michael Roberts Elissa Tilley Dawn Bailey Maeve Baird our city.” Raymond L. Roberts J. Rod Tilley Dawn Baldwin Nathalie Robichaud-Wong Kassinda Tolliver Colleen Rogers Kathy Tracey Katherine Banfield Christina MacNeil, John Rogers & Lisa Rounsefell Carly Campbell & John Traves Mairead Barry Nancy Bateman Martin Rovers Peter & Lucy Traves Dalhousie University Jaime Rudolph Edward Turner Maureen Beauchamp T. Saarloos Joanne Turner Anne Belliveau M. Sampson Stephen Tysnki E.N. Berntson Hal Lewis John Macleod Bethany Moffatt Steve Bird & Jennifer Melanson Pam Sanford & Kevin Bourke Tanya Van Buskirk Shelley Lillies Trevor MacLeod Georgette Moffatt Lisa Blackburn Brad Saunders Dr. Peter Vaughan Dr. Cameron Little Henrietta MacNeil Duff Montgomerie Dr. Paul Bonazza Ishtiaque Sayeed J. Kevin Vessey Krista M. Locke Patrick MacNeil Steven Moore Steven J. Boudreau Normand Scantland Rebecca Wadden Derek Loppie Terri MacPhail Paul Morgan Gail Boutilier Jo-Anne Scharf Valerie Wadman Michael Lordon Greg Wayne MacQuarrie Monica C. Moriarty Tracy Boyer Kim Scott Michael J. Walker David Losey Christine Macy Bruce Morrison Andrew Breau Paul Scott Mike, Cheryl, Melissa Ramona Lumpkin & Sarah Bonnemaison Mark & Janet Mosher Paul & Margaret Brigley Justin Scully & Brandon Wallace Nicole Lunn Hamilton Maguire John & Patricia Mullowney Scott Brown Nancy Setchell Mariette Walton Elspeth Lyon The Manhire Family Joanne Munro Annabel Bruce Deanna Severeyns Sandra J. Watts-Wilson Tim R. Mabee Nancy Mariotti Steve Murphy Robert J. Burns Jason Shannon Jonathan & Stephanie Waye Brad MacDonald Janet & Aaron Martin Tina Murphy Clifford Burton Robbie & Jean Shaw John Webber Brenda MacDonald Robin McAdam Graham Murray David R. Burton Lynne Simmons Dr. Merlinda Weinberg D. William Macdonald R. Shawn McCormick Kim Murray Janet Byrne Keith R. Skiffington Barbara Whalen Douglas MacDonald Erin McDonah Patricia Murray Dale Callaghan Madge & Ward Skinner Leah White John R. MacDonald Carole McDougall Michael & Christine Myette Genaya Cameron Dennis Slat Shaun Whitehead & Cynthia Yazbek Sandra McKenzie Garry Nickel Sarah Carter Belinda Smith C. Whitfield Liza Macdonald Robert McKillip Dolores & Harold Nickerson Phillip Caulier Bruce Smith H.R. Wilcox Margaret MacDonald Mark McLean & Heather Gordon Jerry & Rui Nickerson Glenn Chamberlain Lori Smith Frank & Mona Willis Bruce MacDougall McNally Family Jean-Marc Nicolas Andrew Chandler Nancy C. Smith Brian Wood Tracy MacDougall K.D. McNamara Robert Nieminen Timothy Chandler Ronald E. Smith Dr. Ellen Wood W. MacDougall Robin McNeil Michael Noonan Xi Margaret Chen Sue Smith Geoff Woodworth James MacGowan Dan McQuinn Terry Norman Cheryl Chisholm Sandra Smith Muir Dr. Tamara Wright Ian MacInnis Ken Meade Rob Ogden Mark Christie Carol Snider John Young Peter MacIntosh Eric Melanson James & Catherine O’Neil Elizabeth Church Susan & Richard Sparks Bruce Zvaniga Aaron MacIntyre Leo Melchior Mary C. O’Regan & William Barker Dannie Steele Dennis Zwicker Denise Smith & Merle MacIsaac Jacklyn Mercer Sean O’Regan Jody Clarke Ed & Marney Steeves Pat Zwicker Ruth MacKenzie Patrick Meslin Karen I. Parusel R. Allyn Clarke Heather Stewart Anonymous Donors (128) Robert MacKinnon Elizabeth A. Mills Rosalind Penfound Roman Coba Erin Stewart-Reid C. MacKnight Jim Mills Ian Penny Lori Collins Patrick & Patti Sullivan Glen A. Macleod Carri Mitchener Roger Perry Daniel J. Comeau 16 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
David Comeau Diane Gorsky Rodney Levy “I believe in the programs and Mike & Sue Cook Owen Grace Miles Leznoff Steven Cooper Susan Graham Robert A. Lindstrand services that I help to deliver Elizabeth Cowley Sandra Grant Pollyanna Lord through United Way Halifax. Christopher Cruikshank Steve & Mary Griffiths Christian Lorenz Kristian Curran John Gunn Jonathan Lorette The meaningful and long-lasting Ava Czapalay Michael Hamlyn David MacArthur impact my gift makes is inspiring Paul Dandurand Robert Hanf Alex MacCaull Jared Dapena Stephen A. Harding Catherine MacDonald and gives me confidence that Stephen D’Arcy Edwin & Patricia Harris Roddy MacDonald together we can make this city Ben & Alex Davis Sarah M. Hart Colin MacEachern Donna Davis Jim Harvey Larry MacEachern the best it can be.” Natalie Davis Wayne & Lisa Harvey Cathy MacIsaac Ken Dean Rhodie Dearn Susan Hayes Catherine Hebert David MacIsaac Jean MacKenzie Sanjeev Pushkarna, Stephen Dempsey Andrew Heisler Kevin MacKillop Emera Michael DeVenney Ayman Hendy Cheryl A. MacLellan Paul DeWolfe Michelle Higgins Ian MacLeod Antonio Di Bacco Elizabeth Hill Agnes MacNeil Sheila Diamond Jennifer Hiltz Christina & Stuart MacNeil Greg Dickie Kim Himmelman Alex Mader Peter O’Hagan Joan Sargeant Mark C. Taylor Patrick Dorey G. H. Charles Maillet Stephen Parcell Rose Saulnier Stephanie Tennant Teresa Drabick Michael P. Hingston Viola Majiwa Terrence Paris Karen Saunders Peter Terroux & Gail Rennick Jacques Dubé Stacey N. Hoar Doreen Malone Jennifer Parker Marelda Saunders Anne Thomas Steve Duff David & Nina Hoffman Diana Martin John Parker Diane Saurette Cathy & Mike Thornhill Helen Earle Carrie Hotton-MacDonald Geoff Mason Mark Parkhill James Sawler Lisa & Scott Tofflemire Andrew Edsall Angela Houston Michael Matheson Shelly Parsons Nigel Saywood Dan Tompkins Michael & Rhonda Estabrooks Jim Houston Mark McCracken Catharine Penney Denise Schofield Glenn Tozer Scott Farmer Karen Hudson William McGillivray Terra Penrose Alison Scott Stephane Turbide Amy Farnell Lucy Hulford Borden McLellan Daniel Peters Newton Seto David Tzagarakis Megan Farquhar Natasha Hull Heather M. McManaman Monique Peters Paul Shakotko John Underhill Paul Farquharson Michael Huxley Andrew McNeill Nicholas Peters Janet Simm Louie & Kari Velocci Steven Feindel Shawn Ingraham Andrea McQuillan H. Thane Pleasant John Simmons Ian Vessey Anne Fenety Jen Ireland Patrick Meagher Jacqueline E. Poirier Craig Skjerpen Dr. Alain Vezina Scott Ferguson Sasha Irving Maria Medioli Catherine Ponsford Denice & Lewis Grant-Smith Mario M. Vuotto Joe Fillmore Austin Janega Angela Miles Gary Porter John Duncan Smith Kevin Waller Amy Fisher Shawn Janzen David Millar Ted & Grettel Potter Mark Smith Andre & Karin Walsh Jay FitzGerald Catherine Jarrett Leon & Barbara Miller Danette Pottle Perry R. Smith Andrea Walters G. Maureen Flemming Shelley Jollimore Richard Miller Jennifer Power Tom Soehl Peggy Watts B. Fluhmann John Keating Alex R. Mills Susan Preiss Gary Sonnichsen Robyn Webb Jennifer Fowler Debra Keays-White M. Kathryn Mohrmann Sanjeev Pushkarna Clifford Soward J. Weir Stephen Frame Gerry Lacroix Chris Moore & Nabha Shetty John Stanton Norma Weir Janine Fraser Marcel LaForest Deputy Chief Bill Moore Lisa M. Richard Michael Steele Thomas White Janice Garnett Teressa Laforest Shannon Moors Jennifer Robichaud Darryn Steeves Dave Whynacht Michael Gauthier Dr. Toni Suziki Laidlaw Nancy Morrison Kim Roche Candace Stevenson Ray Williams Heather Gautreau Rene Landry Catherine Mullally David Rodenhiser Robert Strang Janet Willwerth Elaine Gibson Kelly L. Larter Erin Mullaly Abha Romkey Michael Sullivan Geoff Wilson Laura Gibson Gillian Latham Jeff A. Mullen Diane Roy Maureen Sullivan Shellie Woolham Preetpal Singh Gill Donna Leadbetter Patrick Mullins Jeff Rudderham Tracy M. Swift John & Nickie Young Ryan Gillcash Michelle LeDrew Cheryl Nickerson Andrew Rygh Dr. Alexander Yoh Tan S. Paul Zive Leanne Gillis Min Lee Craig Oakes Rick & Bonnie Salsman Kendall & Michelle Tanner Anonymous Donors (97) U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 17
VOLUNTEERS Thank you to the 3,000 volunteers who stand with us in service to our community each year. And a special thanks to the commitment and guidance from our Board of Directors and committee members. BOARD OF DIRECTORS Nancy Tower, Emera Wendy Vrooman, Sandler Training Wyatt White, Nova Scotia Department of Christine Wilson, National Bank Financial John Rogers, Stewart McKelvey (Chair) Education and Early Childhood Development Monica Foster, Nova Scotia Community College COMMUNITY IMPACT COMMITTEE (Vice Chair) GOVERNANCE COMMITTEE Belinda Smith, Community Volunteer (Chair) Jean-Michel Blais, Halifax Regional Police Max Chauvin, Dartmouth Sportsplex Åsa Kachan, Halifax Public Libraries (Chair) Josh Bates, Halifax Regional Municipality Mike Christie, Halifax Airport Authority Monica Foster, Nova Scotia Community College Chris Bryant, Halifax Regional Municipality Monique Fares, Signature Health Joanne Keigan, Manulife Max Chauvin, Dartmouth Sportsplex April Howe, Knightsbridge Robertson Surrette Kevin Stoddart, Knightsbridge Robertson Surrette Alice Evans, The Club Inclusion Åsa Kachan, Halifax Public Libraries John Rogers, Stewart McKelvey Monica Foster, Nova Scotia Community College Joanne Keigan, Manulife John Rogers, Stewart McKelvey Paul Kent, Community Volunteer AUDIT COMMITTEE Linda Young, Nova Scotia Health Authority Tracy Kitch, IWK Health Centre Monica Foster, Nova Scotia Community College (Chair) Sara Napier, United Way Halifax Kent Lane, CBCL Limited TOMORROW FUND TRUSTEES Patrick O’Regan, O’Regan’s Automotive Group Patrick O’Regan, O’Regan’s Automotive Group Rod McCulloch, Community Volunteer (Chair) Claudette Porter, Emera John Rogers, Stewart McKelvey Sarah Dennis, The Chronicle Herald Belinda Smith, Community Volunteer Glen Dexter, Canadian International Brad Smith, Mainland Nova Scotia Building STRATEGIC FUNDRAISING CABINET Capital Incorporated & Construction Trades Council Monica Foster, Nova Scotia Community College Nancy Tower, Emera (Chair) Captain Chris Sutherland, Robert Merchant, RBC Dominion Securities Suki Hughes, Deloitte Canadian Forces Base Halifax Claire Milton, Boyne Clark Lawyers Jeff Murphy, PCL Constructors Canada Inc. Derico Symonds, HRM Youth Advocate Programs John Rogers, Stewart McKelvey Doug Nugent, Enterprise and Souls Strong Program Ward Skinner, Community Volunteer Craig Thompson, Scotiabank Craig Thompson, Scotiabank Gracey Southwell, Community Volunteer 18 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
CAMPAIGNS AND PARTNERS WORKPLACE CAMPAIGNS CMA/MD Management Colliers Project Leaders College of Physicians & The generous support of over 10,000 donors from our workplace 211 Nova Scotia Surgeons campaigns and our corporate donors are enabling lasting change ABB Inc. College of Registered Nurses of Nova Scotia in Halifax. We couldn’t do the work we do without you. You are Acklands-Grainger Inc. Colour Aditya Birla Minacs behind every changed life and every transformed neighbourhood. ADP Canada Cominar Allstate Insurance Concertia Technologies ALT Hotel Corporate Research Atlantic Central Associates Inc. AtlanticCAT Costco - Bayers Lake Atlantic School of Theology Costco - Dartmouth Crossing Babcock Canada Credit Union Atlantic Bank of Montreal CST Canada Barrington Consulting Dalhousie University Bell Canada & Bell Aliant David Aplin Recruiting Blue Ocean Deloitte Bimbo Canada Dillon Consulting Canada Brokerlink Eastern Fence Erectors Canada Post Corporation Eaton Canada Health Infoway Eli Lilly Canada Lands Company Emera & Nova Scotia Power Canadian Broadcasting Enterprise Holdings Corporation Equifax Canadian Mental Health ESRI Canada Limited Association Esso Imperial Oil CGI Group ExxonMobil Canada CIBC Farnell Packaging Ltd. Ciena First Canadian Insurance Corp. CitiFinancial Ford Motor Company of Canada U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 19
KPMG RBC Financial Group CORPORATE Lee Valley Tools Ricoh Halifax PARTNERS Lexmark Rogers Communications Inc. Lifescan Canada Ltd. Rothmans Benson & Hedges 3M Canada Ltd. Lockheed Martin Canada Saint Mary’s University A&W Canada Manpower Group Scotiabank CBCL Limited Manulife Financial Shannex CN Medavie Blue Cross Sierra Systems Forbes Leasing MNP LLP Sisters of Charity General Dynamics Mohawk Spectra Energy International Brotherhood Motorola Canada Ltd. (formerly Enbridge) of Electrical Workers Mount Saint Vincent University Stantec Consulting Ltd. Johnson Insurance Limited NAV CANADA Stewart McKelvey Mic Mac Mall Northbridge Insurance Sun Life Financial Nova Automotive Northwood Symcor Inc. Machine Co. Ltd. Nova Scotia Barristers’ Society TD Canada Trust Shell Canada Nova Scotia Terrapure Environmental Society of the Sacred Heart General Mills Heritage Gas Community College The Medicine Shoppe Canada Government of Canada Hewlett-Packard Canada Ltd. Nova Scotia Health Authority Pharmacy Swish Maintenance Limited Workplace Charitable Hobart FEG Canada Office Interiors Inc. The Shaw Group Limited The Boiler Inspection Campaign HSBC Canada O’Regan’s Automotive Group Trisura & Insurance Co. Grant Thornton LLP IBM Canada Ltd. PCL Constructors Canada Inc. Unifor Travelers Canada Great-West Life Assurance Insurance Bureau of Canada Pepsi Beverages Canada United Way Halifax Turner Drake and Partners Ltd. Halifax Chamber of Commerce Intact Insurance Company & PepsiCo University of King’s College Wawanesa Mutual Insurance Halifax Stanfield IWK Health Centre Pfizer Canada Inc. UPS Canada Company International Airport Janssen - Ortho Inc. PH Milling Group Valero Halifax Port Authority Jazz Aviation LP Pink Larkin Via Rail Canada Halifax Regional Municipality Johnson & Johnson Pratt & Whitney Canada Inc. Ward 5 Neighbourhood Centre Halifax Regional School Board JW Lindsay PricewaterhouseCooper Wilson Fuel Company Ltd. Head Office Construction Building Proctor & Gamble Workers Compensation Board Health Association Knightsbridge Property Valuation Services Xerox Canada Ltd. of Nova Scotia Robertson Surrette Province of Nova Scotia 20 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
COMPASSION FOR HALIFAX COMMEMORATING THE HALIFAX EXPLOSION 1917 was a time of change and growth for the city of Halifax. The war had made our city a busy port — bringing with it new ideas, work and people. On the morning of December 6, that all came to a halt. A devastating explosion tore through the heart of the city. Lives were lost, entire neighbourhoods were destroyed and in seconds, thousands of families were thrown into poverty. But the story of the Halifax Explosion does not end there. Within hours, business leaders, neighbours and change-makers began to organize a city-wide relief effort. A combined $30 million was raised and this history-making generosity eventually lead to the establishment of United Way Halifax. SAVE THE DATE THURSDAY, DECEMBER 7, 2017 Join us for a city-wide day of caring and be part of creating another historical outpouring of Watch our 100 Years of Community Giving video compassion. To get started, all you have to do is assemble a few neighbours, co-workers, family bit.ly/100giving members or friends who are willing to join you in delivering acts of caring that day. More details will be announced on unitedwayhalifax.ca this summer! U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 21
MANAGEMENT DISCUSSION STATEMENT OF OPERATIONS 2016 2015 AND ANALYSIS REVENUE Net campaign revenue $ 5,376,434 $ 5,867,553 United Way Halifax is on a needed and welcomed change journey. Other and investment income 219,417 47,799 In 2016, we agreed to a planned fiscal deficit to find ways of Tomorrow Fund net revenue 100,000 96,510 working smarter and building capacity to increase our community Total revenue 5,695,851 6,011,862 impact. In the midst of this change, we increased investment in community and experienced a decline in fundraising revenue. This led to a fiscal deficit of $799,578, which was covered by EXPENSES our surplus. Community investment 2,425,607 1,928,275 Designations and Donor directed gifts 1,458,831 1,993,948 While the organization has more critical work to complete in the Rainbow Haven Youth 30,904 81,231 coming years to realize the full potential of these investments, 211NS 33,029 33,422 the decisions of 2016 have already led to new efforts to diversify Resource development and administrative 1,381,280 1,109,342 revenue streams and strengthen our ability to change lives Community investment and administrative 927,060 815,205 within our community for the long term. The Board and staff is Grant expenditures 191,534 — committed to a change vision, and understands change takes United Way Canada 47,184 41,431 time. In 2017, we are strengthening our focus on overall financial Total expenses 6,495,429 6,002,854 sustainability and setting the organization up for long term impact. EXCESS OF REVENUE OVER EXPENSES $ (799,578) $ 9,008 EXPENSES • 52% Community investment STATEMENT OF FINANCIAL POSITION 2016 2015 • 25% Designations • 21% ResourceHaven 2% Rainbow Youth ASSETS • development Cash and cash equivalents $ 569,485 $ 495,890 Receivables and prepaids 3,628,032 3,803,747 Investment 4,318,859 4,881,741 Capital assets 89,973 111,610 ASSETS Total assets $ 8,606,349 $ 9,292,988 • 42% 50% Investments • 7% Cash Receivables & prepaid LIABILITIES • 1% Capital& cash equivalents Accounts payable and accruals $ 776,691 $ 1,147,186 • assets Funded agencies - current campaign 2,425,607 1,928,275 Deferred revenue 1,319,963 1,580,119 Fund balances – Unrestricted 313,249 1,041,918 LIABILITIES Fund balances – Restricted 3,770,839 3,595,490 • 9% Accounts payable & accruals • 28% Funded agencies TOTAL LIABILITIES & FUND BALANCES $ 8,606,349 $ 9,292,988 • 4% Fund balances — Unrestricted 15% Deferred revenue • 44% Fund balances — Restricted These statements are a summary of United Way of Halifax Region’s consoldiated financial statements for the year ended December 31, 2016. • A complete set of the consolidated financial statements are available from our website – unitedwayhalifax.ca 22 U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y
A collaboration between artist Kyle Jackson and United Way Halifax leadership donors. Proudly displayed at the Scotiabank Main Branch (1709 Hollis Street, Halifax). HALIFAX. UNITED BY COMPASSION. RICH IN OPPORTUNITY. FREE OF POVERTY. U N I T E D W AY H A L I FA X | 2 0 1 6 R E P O R T T O T H E C O M M U N I T Y 23
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