National Headquarters 120 W. Broadway, Suite 300

Dream Factory, Inc.
National Headquarters
120 W. Broadway, Suite 300
Louisville, KY 40202
1-800-456-7556
www.dreamfactoryinc.org
[email protected]
MESSAGE FROM OUR PRESIDENT
Kristy - Portland, Maine Chapter
“I had so much fun with my family on
vacation in Florida. It meant so much
to me and I will never forget it.”
TA B L E O F C O N T E N T S
President’s Message / Core Values
3
Missouri State Fraternal Order of the Eagles
4
Volunteer Spotlight - Larry Moore
5
Marathon Team
6
Strategic Plan 7
Board of Directors
8
Chapter Listing 9
Financial Statement 10
How to Help Major Contributors 10
11
On the Cover
Left: Seamus - York, Maine Chapter
Top Right: Marceion - Memphis Chapter
Bottom right: Elizabeth - Kansas City Chapter
2
As we end one fiscal year and start another one, we do
so with great anticipation. It is exciting to look back at
last year’s accomplishments, always dreaming of
reaching even loftier heights during the New Year.
Being the second-largest children’s wish-granting
organization in the United States is not something we
take lightly. We feel a great responsibility to our dream
kids and families, our donors, and our members to
follow our core values established in our founding year,
1980. We continue to maintain an all-volunteer
membership. This grass-roots approach consistently
allows The Dream Factory to dedicate over 80% of our
funding directly to our mission of granting dreams.
In 2012, 90% of our total funding was used for this
purpose. We pride ourselves in being fiscally responsible in all of our decisions, and in keeping the needs of
our dream children front and center in all we do.
Last year our organization, made up of 38 chapters
throughout the United States, granted the dreams of 242
critically and chronically ill children. Thanks to the very
generous efforts of the Missouri State Charter of the
Fraternal Order of Eagles, 29 dreams were sponsored.
Additionally, Something mAAgic Foundation, a
volunteer arm of American Airlines, in collaboration
with Give Kids the World Village, sponsored Central
Florida dreams for 14 of our children and their families.
The financial assistance of all three of these
organizations was significant. However, any of their
members would tell you they received much more in
return when they were able to speak to some of these
children and realize that the value of a dream is so
much more than the actual price.
In 2012, a Long Range Planning Committee was
established to set goals and objectives for the next three
years to address the growing needs for additional marketing strategies and resources, national sponsorships,
increased organizational effectiveness and
increasing our presence in the digital and social media
world. Many goals have already been met with anticipation of several others being met within the next year.
A brief summary of these accomplishments and near
future accomplishments are listed in this Annual Report.
Additionally, The Dream Factory was offered the
opportunity to be a part of the Giving Library (giving
library.org ). Through in-depth video interviews,
philanthropists have an opportunity to explore and
compare hundreds of non-profits and connect with
charitable organizations on their own terms.
We are also very proud of the fact that
The Dream Factory has been awarded a 4-star rating
with Charity Navigator, America’s largest independent
charity evaluator. We are working very hard to continue
the growth that is necessary to maintain this rating in
future years.
What will next year bring? We know it will bring
more sick children - these terrible illnesses just don’t
quit. But, it will also bring more volunteers, more
donors, and more of the joy and excitement of seeing
dreams come true. Please join us at whatever level you
can as we continue to put smiles on the faces of these
precious children.
Respectfully submitted,
Janice Harris, President
Core Values
Dedication – We will do everything in our power
to create a positive, memorable experience for our
dream recipients and their families.
Responsibility – We are committed to being an
ethical, fiscally and socially responsible
all-volunteer organization.
Empathy – We place the medical and personal
needs of our dream children and their families
above all else.
Attention – We are attentive to the desires of our
dream children, their families, our volunteers,
sponsors and donors.
Mission-Driven – We will fulfill our mission of
granting dreams for critically and chronically ill
children and are committed to working as a team
and with mutual respect.
3
Volunteer Spotlight
M i sso u r i state fraternal order
of t h e ea g les g rants 2 9 dreams !
When Missouri State Fraternal Order of the Eagles
Presidents Tim Marler and Leslie Franklin chose
The Dream Factory as the state charity for the
2011-2012 fraternal year, their dream was to put smiles
on the faces of 20 Missouri children who were critically
or chronically ill.
Because of the generosity and hard work of Eagles
across the state that included golf tournaments,
auctions, raffles, travel shops and donations,
Missouri Eagles were able to raise over $131,000 and
grant 29 dreams!
These dreams included trips to New York City;
Chicago; Yellowstone; the Bahamas; Washington, D.C.
and Central Florida to visit Disney World; cruises;
shopping sprees; and participating in baseball
spring training.
In the end, it does not really matter what dream
the child chose. The Eagles volunteers will always
remember touching the lives of 29 children and their
families -- providing a reprieve from their daily medical
problems and giving memories that will last a lifetime.
The Fraternal Order of Eagles is an organization
that lives its motto of “People Helping People.”
L A R R Y M O O R E , T H E D R E A M FA C T O R Y O F G R E AT E R K A N S A S C I T Y
Tony - Central Florida and Theme Parks
Central Missouri Chapter
MISSOURI CHAPTERS
of the Dream Factory
The Dream Factory of Audrain County
The Dream Factory of Central Missouri
The Dream Factory of Greater Kansas City
The Dream Factory of Lake of the Ozarks
The Dream Factory of Northwest Missouri
The Dream Factory of St. Louis
The Dream Factory of Sedalia
Long-time KMBC News Anchor Larry Moore -- also
known as “Mr. Kansas City” -- has been a volunteer for
the Greater Kansas City chapter for 28 years.
He helped co-found the chapter in 1984 and has been a
major supporter ever since.
Larry was instrumental in developing a
Dream Factory partnership with the Kansas City Royals
and Chiefs. Each week, the Royals baseball and Chiefs
football teams invite a Dream Factory family to come
see a home game. The families receive VIP treatment,
spending the night before the game at a local hotel,
traveling to the game in a limo and meeting with Larry
at the game to conduct an interview that is aired on the
10 pm news. The family also personally meets with the
players of the teams.
Larry also routinely spotlights Dream Factory
children and fundraising events during his evening
broadcasts. The visibility Larry Moore has brought to
The Dream Factory of Greater Kansas City has been
a key factor to the chapter’s success, which routinely
raises over $400,000 annually to grant dreams to
seriously ill children in the Greater Kansas City area.
Additionally, The Larry Moore Scholarship grants
three $5,000 scholarships per year to past dream
recipients.
Larry Moore’s recent interview of a Dream Factory recipient.
Larry Moore with Dream Factory children in 1996.
Hunter - Shopping Spree
Audrain County Chapter
Jacob - People to People Conference in Washington, D.C.
Northwest Missouri Chapter
Tricia - Swim with Dolphins
Greater Kansas City Chapter
Larry’s significant contributions to The Dream Factory
have been acknowledged over the years with several
awards. Most recently, he received the Lifetime
Achievement Award from The Dream Factory.
Larry says his passion for The Dream Factory and
the children we serve is a “labor of love”. Of all his
achievements and journalism awards received during his
career, Larry is “most proud” of the work he has done for
The Dream Factory. Since its founding, the chapter has
granted over 5,500 dreams. He says, “Dreams coming
true have changed lives for the good and today a number
of past recipients are now doctors, nurses, executives,
business owners, lawyers and physical therapists.”
Next year, there will be more dreams to fulfill and
we know Larry will continue to do his best to make
dreams come true.
M I S S I O N S TAT E M E N T
The Fraternal Order of Eagles is an international non-profit organization uniting fraternally in the spirit of liberty, truth, justice,
and equality to make human life more desirable by lessening its ills and promoting peace, prosperity, gladness and hope.
4
5
D R E A M FAC T O RY R AC I N G T E A M
S t r at e g i c P l a n 2 0 1 2 - 2 0 1 5
Attention all runners! In an attempt to raise funds and awareness,
The Dream Factory Marathon Team and Dream Factory Racing Team
were formed! Racers participate in one of hundreds of races around the
country representing The Dream Factory and not only achieve a
personal goal of reaching the finish line but also join a team that runs
to help change the life of a sick child!
In the summer of 2011, a long range planning committee was formed to make strategic recommendations to the Board
of Directors that would guide our organization over the next three years. The plan was approved by the Board in
September 2012. Five major goals were identified. The objectives achieved in 2012 and anticipated results in 2013
are as follows:
I.
Maintain financial stability by growing gross revenues and program services by at least 5% each year through an integrated, diverse resource development program.
1. Create generic “benefit” speech (2012)
2. Establish a collective and comprehensive database of all the existing corporate sponsorships each chapter
currently receives (2012)
3. Conduct comprehensive grant research for all chapters (2013)
4. Develop training manual and generic grant writing form for chapter use (2013)
5. Conduct semi-annual mailing appeal. Evaluate effectiveness of purchasing and utilizing donor lists (2013)
6. Develop annual signature fundraiser on national basis for all chapters (2013)
II.Grow and maintain effective marketing and public relations programs, building long-lasting alliances within the healthcare and business communities in which we serve.
1. Achieve four-star rating in 2012 and maintain thereafter (2012)
2. Design, produce and distribute a new six-minute National/Chapter DVD for use in fundraising efforts (2012)
3. Create a core marketing presentation tailored to individual and corporate donors including DVD’s, slide
presentations, Power Point presentations and PSA’s (2013)
4. Develop and conduct a chapter survey to determine current use at health fairs and conferences to solicit
referrals (2013)
5. Assemble and distribute promotional packets for use at doctors’ offices, health fairs and conferences (2013)
III. Maintain an efficient and dedicated human resource all-volunteer base to enable and drive the
corporation’s mission and strategic plan.
1. Conduct succession plan review of key National and chapter positions (2012)
a. Succession plan is in place for key National positions
b. Determine succession plan for smaller chapters (2013)
2. Develop and conduct a chapter survey to determine best methods for volunteer recognition (2013)
IV. Maintain and efficiently utilize information technology enablers.
1. Solicit input for web site redesign (2012)
2. Analyze and project the resources and support required to effectively manage a new
information technology platform and future long-range needs (2012)
3. Design and implement improvements to current national website (2013)
4. Design and implement improvements to current chapter websites (2013)
5. Develop and conduct a chapter survey to determine current use of social media (2013)
V. Maintain a high level of organizational effectiveness.
1. Specify and communicate individual chapter compliance criteria (2013)
2. Identify chapters with negative or minimal growth and analyze for cause (2013)
3. Set up budget per previous years’ performance, not straight-line
calendarization (2013)
B E C O M E A C H A R I T Y R U N N E R T O DAY !
www.dreamfactoryinc.org/marathon/
[email protected]
6
2011- 2012 BOARD OF DIRECTORS
members
CURRENT CHAPTERS
The Dream Factory, Inc. is governed by a Board of Directors that
consists of one representative from each of our 38 chapters.
In addition, there is a 10-member National Executive Committee
of the Board that oversees our National Headquarters.
Cindy Klinge, Arizona Chapter
Cathryn Seaburn, Georgia Chapter
Victoria Buckley, Central Illinois Chapter
Tonya Gaines, Bowling Green Chapter
Matt Dougan, Iowa Chapter
Cindy Fleming, Hopkinsville Chapter
Jill Marion, Lexington Chapter
Steve Warnke, Louisville Chapter
Debbie Adams, Paducah Chapter
Audrey Pierce, Louisiana Chapter
Chris Chapin, Maine – Portland Chapter
Tracie Avery-Pardoe, Maine – York Chapter
Amy Young, Merrimack Valley Chapter
Helen Golden, Audrain County Chapter
Ralph Apel, Greater Kansas City Chapter
Andrew Fruits, Central Missouri Chapter
Carole Olivarri, Lake of the Ozarks Chapter
Rita Hook, Northwest Missouri Chapter
Linda Johnson, Sedalia Chapter
Bene Messmer, St. Louis Chapter
Francine Chussler, Jersey Shore Chapter
Judy Williams, New Hampshire Chapter
David Huber, Brooklyn, New York Chapter
James Fey, Central New York Chapter
Linda Connolly, Rochester Chapter
Tracy Pierce, Syracuse Chapter
Jason Whaley, Central North Carolina Chapter
Allison Clary, North Carolina Chapter
Charlene Watson, Sanford Chapter
Jamie Cooper, Northeast Ohio Chapter
Deanna Grooms, Southern Ohio Chapter
Gail Rengel, Oregon Chapter
Jereme Miner, Clarksville Chapter
Gayla Lane, Dyersburg Chapter
Wanda Lanier, Memphis Chapter
Paul Hunnicutt, San Antonio Chapter
Mary Page, Fort Worth Chapter
Kelly Ledward, Utah Chapter
ARIZONA
The Dream Factory of Arizona
Tucson, AZ
MISSOURI
The Dream Factory of Audrain County
Mexico, MO
ILLINOIS
The Dream Factory of Central Illinois
Peoria, IL
The Dream Factory of Central Missouri
Columbia, MO
Executive Committee Members from left to right: Janice Harris, President;
Virginia Avery; Mike Whitworth (standing); Tim Bach; Ralph Coldiron,
Vice President; Laura Walitsky, Secretary; Daniel Forrest
E x ec u t i v e B O A R D
Janice Harris, President
Paducah Chapter
Daniel Forrest
Memphis, TN Chapter
Ralph Coldiron, Vice President
Lexington Chapter
David Moore
Central New York Chapter
Laura Walitsky, Secretary
Rochester Chapter
Mike Whitworth
Columbia, MO Chapter
Jeff Peak, Treasurer
Louisville Chapter
Virginia Avery
York, Maine Chapter
Tim Bach
Central Missouri Chapter
Dick Cianciatto
Rochester Chapter
KANSAS
The Dream Factory of Greater Kansas City
Kansas City, KS
The Dream Factory of Lake of the Ozarks
Osage Beach, MO
The Dream Factory of Northwest Missouri
St. Joseph, MO
NORTH CAROLINA
The Dream Factory of Central
North Carolina
Durham, NC
The Dream Factory of North Carolina
Greenville, NC
OHIO
The Dream Factory of Northeast Ohio
Ravenna, OH
The Dream Factory of Southern Ohio
West Union, OH
KENTUCKY
The Dream Factory of Bowling Green
Bowling Green, KY
The Dream Factory of Sedalia
Sedalia, MO
The Dream Factory of Hopkinsville
Hopkinsville, KY
The Dream Factory of St. Louis
St. Louis, MO
OREGON
The Dream Factory of Oregon
Portland, OR
The Dream Factory of Lexington
Lexington, KY
NEW HAMPSHIRE
The Dream Factory of New Hampshire
Manchester, NH
TENNESSEE
The Dream Factory of Clarksville
Clarksville, TN
NEW JERSEY
The Dream Factory of the Jersey Shore
Brick, NJ
The Dream Factory of Dyersburg
Dyersburg, TN
The Dream Factory of Louisville
Louisville, KY
The Dream Factory of Paducah
Paducah, KY
LOUISIANA
The Dream Factory of Louisiana
Franklinton, LA
MAINE
The Dream Factory of Maine Portland Chapter
Portland, ME
The Dream Factory of Maine York Chapter
York, ME
NEW YORK
The Dream Factory of Brooklyn
Brooklyn, NY
The Dream Factory of Central New York
Ithaca, NY
The Dream Factory of Rochester
Rochester, NY
The Dream Factory of Syracuse
Syracuse, NY
The Dream Factory of Memphis
Memphis, TN
TEXAS
The Dream Factory of Fort Worth
Fort Worth, TX
The Dream Factory of San Antonio
San Antonio, TX
UTAH
The Dream Factory of Utah
Salt Lake City, UT
S TA F F
Anne Bunger
Michele P. Finn Tommie Kendall
Patrick McMurray 8
National Director, Chief Executive Officer
Development Director
Program Services Director
Administrative Services Director
9
2011-2012 FINANCIAL STATEMENT OF ACTIVITES
SUPPORT AND REVENUE
Support
Contributions
Special Events
Donations In-kind
FY 2012 Total Support
$2,336,348
Other Revenue
Investment Income
Gain (loss) on Investments
Other Income
Total Other Revenue Total Support and Revenue
$932,468
650,434
773,684
$2,356,586
$31,004
47,561
35,553
$32,963
33,029
33,096
$114,118
$99,088
$2,450,466
$2,455,674
Total Expenses
$1,851,402
$2,333,434
77,765
129,325 59,102
167,559
$2,058,492
$2,560,095
NET ASSETS
Beginning of Year
End of Year
Change in Net Assets
$3,505,520
3,897,494
$3,609,941
$3,505,520
$391,974
($104,421)
*We regret there were errors in reporting of Financial Activities in last
year’s Annual Report. Restricted assets were not reported. These errors
were corrected in this year’s report.
E xpenses by
C lassification
4% 6%
S o u rces of
S u pport
5%
25%
90%
10
44%
26%
Program Services
Contributions
Fundraising
Special Events
General and
Administrative
Donations In-kind
Other Revenue
Referrals
Give Kids the World Village
Missouri State Fraternal Order of Eagles
The Myrtis J. Fryer Living Trust
Volunteers
Whatever your talent or interest may be,
from fundraising or administration to
working directly with the children and
everything in-between, we can find a
place where your efforts will put a smile
on a child’s face.
In-Kind Donations
The Dream Factory accepts gifts of all
kinds to make dreams come true. They
also are used for special events. If you
can locate gifts, you can help provide an
unforgettable experience for a seriously
ill child.
EXPENSES
Program Services
Supporting Services
Fundraising General and Administrative
S pec i al T h anks to O u r M a j or C ontr i b u tors
If you know of a child who may be
eligible to have a dream come true,
contact your local chapter or our
national headquarters by visiting
www.dreamfactoryinc.org.
FY 2011
$1,082,003
633,559 620,786
H o w Yo u C a n H e l p M a k e
D r e a m s C o m e Tr u e
Monetary Support
The Dream Factory is proud of the fact
that with every dollar raised, more than
80 cents is dedicated to the direct cost of
granting dreams and 90% of funds raised
locally stay within that community to
grant dreams to local children. Your
contributions, bequests and memorial
gifts are greatly needed and sincerely
appreciated.
Corporate Sponsorship
The Dream Factory offers a wide array
of partnership opportunities for
businesses and corporations.
Please contact The Dream Factory
for further information.
$100,000+
$25,000 - $99,999
American Airlines
Boulevard of Dreams - Kansas City, MO
Carter Energy
Cyr Foundation
Full Moon Productions
Golfaganza - St. Louis, MO
KMBC - Channel 9
Kelly’s Clown Golf Classic Osage Beach, MO
S. M. Wilson & Company
Steve”Red” Polston Memorial Golf Classic
Louisville, KY
$10,000 - $24,999
5 Linx Enterprises
Atlantis Bahamas Resort
Beaver Family
Terry and Diane Carter
Combined Federal Campaign
Tim C. Crummett Family Charitable Fund
Glenn’s Commercial Service, LLC
Jamaganza - St. Louis, MO
Jarrod Coones Pumpkin Run
Diane Miller
Morgan Family Foundation
The Mutual Fund Store
NFL Alumni
The Paul Ogle Foundation
Pin Stripers
The Portland Trail Blazers
Primalyn Enterprises, Inc.
Robert Schwan – Anne Kreischer
Charitable Foundation
Something mAAgic Foundation
United Way
Veterans United Home Loans
Walmart Foundation
$5,000 - $9,999
AAwesomeKids
Richard Barbella
Bartlett Volunteer Firemen Association
Tom and Heather Borman
Brock and Tammy Bukowsky
Cafaro Foundation
Collierville Ski Club
Corvette Cup of Missouri
Double C Racing
The David Duff Family
FOP Shelby County Metro Lodge 35 (TN)
Ferrellgas
Marc and Adrienne Gillespie
Haven’s Candies
Hilliard Crews
Hilton
HyVee Grocery
IREM
Jake Helmig Memorial ATV Ride
Johnson Controls, Inc.
Alex Kennedy
Kroger
Lindenmyer Central
Nate and Abbey Long
Mark Harmon 5K Run
Moose Riders Lodge 215 - Lexington, KY
PGN Worldwide Travel Services
Pine Branch Coal
St. Louis Blues
Mohammed Salem & Kariman Farid
Sam’s Club
Sign of the Arrow
Six Flags of St. Louis
Socket Internet Service
Toyota South
Tyler Foundation
US Bank - Paducah, KY
University of Missouri Greek Week
Veterans United Foundation
Vincenzo’s, Inc - Louisville, KY
Steve & Linda Wombold
$1,500 - $4,999
The Allen Company
AltSol, Inc
Arvest Bank
BB&T - Greenville, NC
Bank of America - Gorham, ME
Barren River Mustang Group
Amy Beadnell
Because People Care/ Anderson Ford
Belfonte Ice Cream
Boone County National Bank
Todd Bordeaux
Bowling Green Junior Woman’s Club
Brooklyn Cyclones
Brrrberry Frozen Yogurt
Capel Rugs
Casella Waste Systems
Caterpillar, Inc.
The Centre for Premier Suites
Chick-fil-A
Dick & Nancy Cianciotto
Creative Alliance
Disney on Ice Productions
Don Jacobs Charitable Trust
Dunbar Volleyball Boosters
Eagles Ladies Auxiliary Aerie #49
East Peoria Boat Club
Enterprise Holdings Foundation
Exxon Mobil Matching Gift Foundation
Fifth Third Bank
Fifth Third Bank Employees of
Central Ohio
First Citizens Bank - Greenville, NC
Fresh Market
GE Foundation
Galaxy Associates
Gorham Dream Factory Club
Gorham High School and Middle School
Gravois Kiwanis
Groupon
Guardian Security
Harp Enterprises
Pauline Helwig
Horseshoe Bay Resorts
Publishers Printing
Jaco-Bryant Printing
Jerome S. & Grace H. Murray Foundation
Kansas City Ambassadors
Kansas City Chiefs
Kentucky Colonels
King Group
Kohls
LG&E and KU Foundation
Martin Leary
Lisa Kurt’s Gallery
Little Sisters of the Pearls and Rubies
Michels & Gauquie, DDS
Missouri Electric, Inc.
Missouri State Credit Union
Jack & Marilynn Monohan
MacDonald Page
Morgan Stanley Smith Barney
NC State Employee Credit Union
Nidec Motor Corporation
Oak Hill Country Club
Olive Branch Country Club - LGA
Optimist Club of Columbia
Pet Smart
Ramada Inn - Ithica, NY
Rochester Auto Dealers Assoc.
Royal Furniture
Russell Capital Management
St. Louis Rams
Sango United Methodist Men’s Club
Clarksville, TN
Raymond & Susan Smith
Smithfest Foundation
Stephen’s Instruments
Schwartz Insurance Group
Swanton Foundation
Texas Roadhouse
Thoroughbred Traditions, Inc
Tim VanBuren
Arthur Wiley
Willink Middle School - Rochester, NY
Woodlake Country Club
The Zoeller Company
11