2012 Annual Report - The Women`s Resource of Greater Houston

2012 Annual Report
The Women’s Resource of Greater Houston provides free financial education
and research so that women and girls have the knowledge they need to make
sound financial decisions and improve their lives.
2012 Board of Trustees
Officers
Rhonda Sands
Regions Bank
President
Annella Metoyer
Capital One Bank
Immediate Past President
Lisa Herrmann
Chevron Global Gas
Vice President Education
Jason Qualls
BBVA Compass
Vice President Finance
Cindy Griffin
Bridgeway Capital Management
Secretary
Members
Michele Alvarado
Texas Capital Bank
Danetta Beaushaw
Calpine Corporation
Felicia Boudreaux
State Farm Insurance
Lisa Burns
Junior League Representative
Cortney Cole
HFF
Carolyn Galfione
Linscomb & Williams
Nancy Gardner
Tanglewood Wealth
Management, Inc.
Karen Hanson-Flowers
Alpheus Communications
Rosine Matthews
Wells Fargo
Kalyani Sanghavi
Ameriprise Financial
Kirstin Turner
Morgan Stanley Smith Barney
Rochelle White
Community Volunteer
Debra Witges
Kinder Morgan, Inc.
Ana Maria Gonzalez Wood
Prudential
Staff
LaTanya Flix
Executive Director
Kelly Keith
Program Manager
Danielle Antaki
Office Administrator
Advisory Board
Laury Adams
Sue Walmsley Amash
Susan Bischoff
Diana Brown
Jacquie Baly Chaumette
Angela De Silva
Bonnie Foxworth
Cindy Crane Garbs
Karen Ostrum George
Rebecca T. Kirkland, M.D.
Nellyn Diaz Laurel
Irene Liberatos
Linda Lorelle
Linda K. May
Minerva Perez
Sharon Phillips
Gay A. Roane
Reuben Rosof
Beth Ann Scher
Elizabeth Stewart
Janice Stooksberry
March 2013
Thank you for your support. In 2012, we
accomplished many of our goals. Our donors, members and volunteers made each
success possible. We hosted Project LEAD
for the first time for Upward Bound students at San Jacinto College North. The
third annual Briefing Breakfast was a success! The topic of “Why Women Still
Can’t Have it All” made for great dialogue.
We completed year two of the pilot at
Chávez High School and provided several
unique experiences to include visits to UH
Downtown and the medical center.
Young Women’s College Preparatory Academy
Volunteers continue to be the key to our organization’s ability to touch so may lives. In 2012, we
taught classes to over 6,400 individuals! We could not do it without some of the best volunteers in
Houston. We are also tremendously grateful for the contributions of corporate supporters, foundations, members, and individual donors. Each of you make our work possible. Thank you for your continued support of our goal to build financial literacy.
Together, we are making a powerful difference the lives of women
and girls.
Sincerely,
LaTanya
LaTanya Flix
Executive Director
PROGRAM SUCCESS
Year
2008
2009
2010 2011 2012
Financial Education Classes
Completed
219
280
423
Number of Class Participants
Project LEAD Locations
2,52
1
8
Number of Project LEAD
Students
121
530
544
3,230 4,814 6,231 6,250
8
8
10
11
132
182
201
262
Project LEAD (Leadership Education and Development)



Spring and Summer 2012: 160 girls
Fall 2012: 102 girls
Total Impact: 262
In Spring and Summer 2012, Project LEAD was
held at 11 sites: DePelchin Children’s Center,
San Jacinto College North- Upward Bound,
KIPP Voyage, Sanchez, Challenge Early College,
Eastwood Academy, Westside, Davis, Lee, and
Chávez High Schools. In Fall 2012, LEAD was
hosted at DePelchin Children’s Center, Lamar,
Challenge Early College, Westside, Young
Women’s College Preparatory Academy, KIPP
Houston, Lee, Davis, and Chávez High Schools.
Chávez Students and Sheriff Adrian Garcia
730 N. Post Oak Rd., Suite 204 • Houston, TX 77024 • 713-667-4493 • F 713-622-2774 • www.thewomensresource.org
2012 LUNCHEON UNDERWRITERS
Platinum
Penny Requa Loyd
Reliant Energy
Gold
BBVA Compass
Morgan Stanley Smith Barney
Whitney National Bank
Felicia Boudreaux
Geordie Hrdlicka
Greater Houston Community Foundation
Jeffrey Stys
Judith Kantorczyk
Kalyani M. Tanna
Karen Love Werner
Kathleen Margolis
Lauren Biggs
Laury Adams
Corporate Member
Leslie R. Wang
Ernst & Young
Lilly Golden
Gay A. Roane
Linda DeSpain
Prudential Financial
Lisa C. Burns
Southern Union Company
Martha Groth
Texas Exchange Bank
Matilda Melnick
Wells Fargo Bank
Michele Stanton
Bronze
Nancy Parra
Amegy Bank
Patricia Moore
Angela DeSilva
Money Makes a Difference Award Winners
Renee Wizig Barrios
CenterPoint Energy
From left: Kelly Keith, Randryia Houston,
Rosine Matthews
Kenashia Brooks, and Lisa Herrmann
Cindy Griffin
Sally Andrews
Cortney R. Cole
Sandra Wegmann
Danetta Beaushaw
Anne Heughan
Anne Marie Finch
Annella Metoyer
Ashley Quinn
Barbara Grace
Bertha Flores
Beth French Giles
Beverly D. Rudy
Brian Teslinsky
Bridget M. Diestel
Carolyn D. Allen
Carolyn Galfione
Casey Ballard
Catherine Duyka
Charlene Slackbalderas
Charles B. Wolfe
Christina Weiss
Christine Liang
San Jacinto College North—Upward Bound Project LEAD Participants
Community Partners
Cortney R. Cole
Debra M. Witges
Sherry
Merfish
Cynthia Olsen
Deloitte & Touche LLP
Terri L. Craig
Darlene Riviere
EOG Resources Inc.
Whitney
B.
Morgan
Danetta Beaushaw
Gardere Wynne Sewell LLP
Danita M. Hammond
Irene Liberatos
Darcy Todia
Jackson Walker L.L.P.
“The peace of mind that I experience when going to bed
Darlene Flagg
Jo Reid
at night is invaluable. I am now saving towards an attainDeanne A. Boreni
Karen E. Hanson-Flowers
able goal. I know that the habits I’ve instituted now will
Deborah D. Underwood
Karen Ostrum George
grow my wealth as my income increases. I am eternally
Deborah H. Bay
Lisa A. Herrmann
grateful
to
the
Women’s
Resource
for
a
fresh
start
to
a
Debra M. Gilbreath
Nancy Gardner
Deidre A. Scinta
problem
that
has
plagued
me
for
years.
I
face
the
future
PwC
Diane M. Gonzalez
boldly
and
find
strength
in
my
ability
to
be
a
Regions Bank
Diann L. Lewter
financial role model for my daughter and other young
Rochelle White
Diedra P. Porche
women in my community.”
Safeway Inc.
Doris Hawila
-RH,
Project
Row
Houses
UHY Advisors TX LP
Edith Personette
Individual Ticket
Elizabeth C. O'Sullivan
Adrian S. Melissinos
Elizabeth Foust York
Ann D. Eilander
Contributors
Ellen Luby
Carla Burns
Alicia I. Ortiz
Elyse Kalmans
Carolyn Galfione
Amanda Forbes
Felicia Boudreaux
Christy Brown
Amanda Patrick
Freda Stewart
Cimalie Zoy
Amy K. Guest
Gabrielle Arwadi
Daryl Hall
Ana Maria Gonzalez Wood
Gayle Ferguson
Diana Brown
Angela DeSilva
Geordie Hrdlicka
Diedra P. Porche
Angela S. Fairley
Gloria Herman
2
Elizabeth Foust York
2012 ANNUAL LUNCHEON Continued
Gloria Sandoval
Hazel Duble
Hilary Probert
Irene Liberatos
Jacalyn N. Thomas
Jacqueline L. Phillips
James L. Ware
Janet McNail
Jason J. Qualls
Jeffri Botkin
Jennifer A. Bryant
Jennifer S. Wilson
Jennifer Sims Vu
Jo Reid
John R. Deboben
Johnson K. Miller
Judith B. Jackson
Judith L. Gottschalk
Kalyani M. Tanna
Karen Briggs Gain
Karen Burton
Karen D. McGinley
Karen E. Hanson-Flowers
Karen Kash Redden
Karen Shouse
Karen Twitchell
Kathleen Martinez
Kathrine Silver
Kathryn Mumaw
Kelly P. Kearney
Kendra Stratton
Kirstin M. Turner
Krystle Folse
Laura K. Schroeder
Lauren Biggs
Laury Adams
Len Slusser
Liliana Arnillas
Linda Gonzalez
Linda Jewell
Linda Kay Cook
Future Leader’s Conference
Marlen Esparza, Keynote Speaker and London 2012 Summer Olympics Bronze Medalist
Linda K. May
Lisa A. Herrmann
Lisa Kennedy
Lisa Liles
Lucinda E. Macias
Manual A. Arago
Marcia C. Tapp
Margaret A. Ceconi
Marianne Dively
Marianne Poulsen
Marilyn Maloney
Martha Z. Carnes
Mary Gillespie
Mary K. Wittrock
Matthew J. Wojtalewicz
Maureen P. Foley
Megan W. Cook
Michael Rome
Minerva Perez
Nancy Gardner
Nanette Puhon
Naomi J. McNeely
Nicole Richards
Niphonekham S. Vargas
Oscar Rodriguez
Patricia Smith
Paula Mott
Peggy Hoosier
Priya Coffey
Rachelle Miers
Rebecca Hove
Rebecca Kirkland
Regina Rogers
Reuben Rosof
Rhonda Sands
Robert Harton
Robert J. Welsh
Rosa Lopez
Ryan Colburn
Sally Andrews
Sally I. Evans
Sally Marr
Sara Boudreaux
Sara Richey
Shadow Sloaw
Shannon Buggs Harrison
Shellie J. Patton
Shonnie Daniel
Sofia Adrogue
Stacy D. Harris
Stanford/Joan Alexander
Stephan Fairfield
Stephanie B. Fuller
Stephanie Pierce
Stephanie Tolson
Sue Rogers
Susan B. Clark
Susan B. Thibodeaux
Susan Pohl
Susan Stanton
Susman Family Foundation
Tammira Y. Philipee
Tina M. Kirkland
Tracy Boulware
Tricia Nelson
Tucker S. Knight
Verlyn Nicholas
Vicki A. Bernstein
Vicki F. Brandt
Vivian W. Owen
Wendy Susan Lewis
Will Aldinger
Yolanda Williams
“I’m 32 and I’ve wasted so much money not thinking
how important it is or even the value of a dollar. I’m a
mom and I need to have a financial nest for my
family.”
-TC, Harris County Women’s Jail
CORPORATIONS AND FOUNDATIONS
Ameriprise Financial Grant
BBVA Compass
Brown Foundation
Cameron Foundation
Capital One
Capital One Associates
Deer Lake Lodge
Herzstein Charitable Foundation
Huffington Foundation
Kinder Morgan Foundation
MD Anderson Foundation
Penny Requa Loyd
San Jacinto College District
Simmons Foundation
Strake Foundation
The Brodsky Foundation
The Men's Wearhouse
The Prudential Foundation
The TJX Foundation Inc.
Wells Fargo Bank
West U. Rotary Club Foundation
VOLUNTEER INSTRUCTORS
Adam Lund
Alan Wiggins
Alexandra Hansen
Alma Greene
Alma Rodriguez
Amanda Burrow
Amanda Ferguson
Ana Maria Gonzalez Wood
Angelique Henry
Anne McCloskey
Annella Metoyer
Annette Rodriguez
Azaria Azene
Betty Thottiyil
Bichlan Thai
Bill Christian
Blanca Anderson
Bob Hanvey
Brenda Hale
Brittani Quertermous
Christopher Brown
Cimalie Zoy
Cindy Griffin
Cindy Willingham
Claudia Mollerup-Madsen
Colleen Banks
Danielle Supkis
Danita Hammond
David Garver
Dede (Dorothy) Green
Dedra Murchison
3
“…this experience has helped me become a leader. The
first day I started LEAD, I couldn’t even speak looking up
straight. I always held my head down, but today I stand
straight up…I thank Ms. Alyson Bailey Leonard for teaching
me something I can use in my everyday life. LEAD isn’t
just a project. It means somethingleadership, education and development.”
-VW, DePelchin Children’s Center
Denise Rowe
Diane Statham
Domingo Gonzales, Jr.
Don McCurdy
Dua Quraishi
Elizabeth Gonzales
Elizabeth Jacob
Elizabeth Montgomery
Erik Konicki
Ernestine Smith
Erwin Esquivel
Fabiola Piedrahita
Fallon Hamilton
Francisca Villarreal
Gail Neely
Harriet Nwokolo
Isabel Gutierrez
Jacqueline Patton
Jaishri Kothandaraman
Janem Gibbs
Janice Wheelwright-Griffin
Jennifer Flores
Jennifer Lehman
Jennifer Russell
Jerome Austin
Jessica Smith
John Aleman
Jonathan Payne
Jonee Delion-Williams
Jordann Hubert
Summer Sizzle Mixer at MKT Bar
3rd Annual Briefing Breakfast
“Why Women Still Can’t Have it All”
From left: LaTanya Flix, Tina Faraca, Kim Ruth,
Sofia Adrogué, and Rhonda Sands
Jose Valdez
Kalyani Sanghavi
Kathleen Hubert
Kathy Ridley
Katrina Taylor
Kelly Apple
Kimberly Knight
Kham Vargas
Kris Gunn
Kristen Wright
Latasha Young
Lauray Kennedy
Leonora Maya
Lilly Golden
Lincoln McKinnon
Linda Richardson
Lisa Jedkins
Lisa Lee
Lisa Wood
Liz Adams
Loretta Russell
Loveleen Saxena
Lucretia Jelks
Lucy Dillard
Mallory Saxton
Margret Hines
Marisol Garcia-De la Cruz
Marisol Vasquez
Marnine McCloud
Marsha Tomlin
Maya Pillai
Mayra Munoz
Melinda Cousin
Melissa Johnson
Melita Washington
Michael Love
Michael Prather
Michele Stanton
Mike Roma
Mimi Parra-Nova
Monica Llanas
Mosadi Porter
Munira Jesani
Muszetta Foreman
Nancy Brownlee
Nazneene Masud
Neha Paseur
Niema Alim
Norma Serrano
Owen Malbec
Pat Bodin
Paula Permenter
Peg Bobbitt
Ramonica Caldwell
Randall Coleman
Ray Marz
Raynae Hall
Rene Gomez
Ricardo Nazario
Roberto Robles
Roni Williams
Rosine Matthews
Ryan Sepulvado
Sandra Gonzales
Santana Perez
Shaneka Young
Shannon Davenport
Shearrhea Stelly
Sheryl Epstein
Siam Maxie
Stepfanie Pierce
Susan Knight
Tara Blansit
Terri Thompson
Tiffany Davis
Tina Kubiak
Tracie Pate
Trina Thomas
Un Leos
Vicki Brandt
Vickie Britt
Vineet Majmudar
Virginia Rogel
Wendy Pan
Whitney Morgan
Will Aldinger
Wynette Stuntz
Mimi Tadesse
Yolanda Martinez
Zadelqunette Williams
PARTNER AGENCIES
Aids Foundation - Help House
Bay Area Turning Point
Burnett Bayland Community Center
Career and Recovery Resources
Catholic Charities
Catholic Charities - Guadalupe Center
CB Richard Ellis at 2603 Augusta
Compton Head Start Center
Crescent Oaks Apartments
East Side University Village Community
Learning Center
Epiphany Community Health Outreach
Services
Family Promise of Lake Houston
Harris County Women's Jail
Hispanic Alliance for Career Enhancement
(HACE)
Housing Services Inc. at St. James
Village Apartments
Houston Area Women's Center
Houston Community College
Central Campus
Houston Community College-Northwest
Spring Branch Campus
Houston Food Bank
Houston Works
Humble Area Assistance Ministries
Katy Christian Ministries
Katy Christian Ministries - Fulshear
Lone Star College - North Harris
Memorial Assistance Ministries
Mission of Yahweh
Montgomery County Women's Center
Neighborhood Centers, Inc. (NCI)
4
Baker Ripley
Volunteers of America - Lavender
Wellsprings Village, Inc.
West Houston Assistance Ministries
Youth Advocate Programs, INC
YWCA Houston
MEMBERSHIP
Junior Partners
Candice Castillo
Christy Brown
Danielle Antaki
Jennifer Lehman
Jordann K. Hubert
Lisa C. Burns
Marlene Thomas
Quynh-Giao Hoang
Raynae Hall
Sandra Wegmann
Sara Richey
Victoria L. Ellis
Active
Amanda Timm
Ana Maria Gonzalez Wood
Andanishana Thibo
Andrea Shiloh
Angelique Henry
Ann Page
Bambi Alderson- Shields
Bertha Sabir
Cimalie Zoy
Darcy Todia
Diane M. Gonzalez
Diane Statham
Elizabeth Cheney
Elizabeth Ivers
Jacqueline Autman
Jason J. Qualls
Laurie Baker
Liliana Arnillas
Liliana Arnillas
Lilly Golden
Linda Jewell
Melita Washington
Monica C. Llanas
Nancy Parra
Patricia Moore
Rochelle White
Roni Williams
Roseanette Navarro
Stephanie Blakes
Susan Knight
Linda May
Linda Pierce
Virginia Kurtz
Whitney B. Morgan
Patron
Ashley Cope
Betsy K. Levenson
Carla Burns
Danita M. Hammond
Janice Stooksberry
Jennifer S. Wilson
Jennifer Sims Vu
Kalyani M. Tanna
LaTanya Flix
Laury Adams
Lisa A. Herrmann
Mia Mends
Sally Andrews
Shannon S. Davenport
Susan L. Hill
Mimi Tadesse
Sustaining
Cindy Griffin
Danetta Beaushaw
Debra M. Witges
Karen E. Hanson-Flowers
Kirstin M. Turner
Lifetime
Cortney R. Cole
Penny Requa Loyd
Rhonda Sands
Corporate Members
Amegy Bank
Ernst & Young
Frost National Bank
Prudential Financial
Southern Union Company
Texas Exchange Bank
Membership Reception
From left: Jason Qualls, Lucretia Jelks, and Melita Washington
Nancy C. Flatt
Nellyn Diaz Laurel
Pam Glosserman
Rebecca Kirkland
Rochelle White
Roni Williams
Roseanette Navarro
Rosine Matthews
Shamael Mustafa
Sherri Reames
Susan Jenkins
Susan Stanton
Susan Walmsley
Susan Bischoff
Susan M. Chevalier
Tabinda Ghani
Tiffany Davila
Timothy Probert
Vicki F. Brandt
Wells Fargo Community Support Campaign
ANNUAL GIVING
Amanda Timm
Ana Maria Gonzalez Wood
Annella Metoyer
Arline Worsham
Carole Pinkett
Carolyn Galfione
Danetta Beaushaw
Danielle Antaki
David & Diana Van Horn
David A. Van Horn
Elizabeth Ivers
EOG Resources
Frances Harmon
Gayle & E.T. Boon
Gwendolyn Lewis
Jane Mulholland
Janet Redeker
Janet Ruth Soto
Janice Stooksberry
Janice Forst Cellier
Jarele Neeld
Jason J. Qualls
Jeanette C. Hagan
“We have gotten some great feedback from the ladies.
Jeffrey Stys
Thanks for being such a
Jennifer Russell
great partner to work with!”
Jennifer Sims Vu
Joan. Weltzien, Ed.D.
-Valerie Beckham, Wellsprings Village
John E. Pether
Judith B. Jackson
Kalyani T. Sanghavi
Karen Davidson
Karen E. Hanson-Flowers
Kathrine J. Schmidt
Kathryn Mumaw
LaTanya Flix
Liliana Arnillas
“I learned that it is never too late to go back to school, but it
Lilly Golden
Lisa Stone
starts with one person and that
Lisa C. Burns
person is you.”
Marilyn M. Biles
-TR, Chávez High School
Mary Brandt
Michele Alvarado
Myra W. McAbee
5
Nancy B. Shelby
The Women’s Resource of Greater Houston
Statements of Financial Position as of December 31, 2012 and 2011
2012
2011
$145,361
20,000
23,565
1,184,794
$140,679
40,000
4,412
1,082,637
$1,373,720
$1,267,728
$13,813
35,550
$10,992
___
49,363
10,992
289,337
336,322
698,698
293,965
264,073
698,698
Total net assets
1,324,357
1,256,736
TOTAL LIABILITIES AND NET
$1,373,720
$1,267728
ASSETS
Cash
Pledges receivable
Prepaid expenses and other assets
Investments (Note 2)
TOTAL ASSETS
LIABILITIES AND NET ASSETS
Volunteer Appreciation Breakfast
From left: Michele Alvarado, Santana Perez,
Sally Andrews and Dedra Murchison
Liabilities:
Accounts payable and accrued expenses
Deferred revenue – special events
Total liabilities
Net assets:
Unrestricted
Temporarily restricted (Notes 3 and 4)
Permanently restricted (Note 4)
“I learned a heap of information about my options
for repairing my credit and I am excited.”
-RC, Wellsprings Village
______________See accompanying notes to financial statements._____________
The Women’s Resource of Greater Houston
Statement of Activities for the year ended December 31, 2012
TEMPORARILY
UNRESTRICTED
RESTRICTED
PERMANENTLY
RESTRICTED
TOTAL
REVENUE:
Contributions
Special events
Direct donor benefit costs
Investment return (Note 2)
$81,627
126,983
(30,551)
10,532
$137,500
91,633
$219,127
126,983
(30,551)
102,165
188,591
229,133
417,724
Net assets released from restrictions:
Program expenditures
136,884
Satisfaction of time restriction 20,000
(136,884)
(20,000)
Total revenue
Membership Reception
From left: LaTanya Flix, Kelly Keith and 2011
Volunteer of the Year, Harriet Nwokolo
“It’s always my pleasure. I’ve always said that I go
in hoping to make a difference in their lives and
they end up making a difference in mine. Meeting
the ladies is always a blessing. We all come from
different backgrounds but everyone in this world
deals with the ups and downs and some type of
hardship. Thanks again for all that The Women’s
Resource has to offer to all the organizations involved.”
-Jennifer Flores, Prosperity Bank
Total
345,475
72,249
417,724
EXPENSES:
Expenses benefiting women and girls:
Education
206,889
Research
37,937
Total program expenses
206,889
37,937
244,826
244,826
Management and general
Fundraising
55,387
49,890
55,387
49,890
Total expenses
350,103
350,103
CHANGES IN NET ASSETS
(4,628)
72,249
Net assets, beginning of year
293,965
264,073
Net assets, end of year
$289,337
67,621
$698,698
1,256,736
$336,322 $698,698 $1,324,357