2015 Annual Report - Meals On Wheels Atlanta

2015 Annual Report
MEALS ON WHEELS ATLANTA
Board of Trustees 2014-2015
OFFICERS
Chair
Charlene Crusoe-Ingram
Current CEO of Meals On Wheels Atlanta
Vice-Chair
Marc Skalla, Sasco Chemical
Vice-Chair
Sandra Baldwin, D&S Baldwin Group
Secretary
Johanna Wise, Seyfarth Shaw
Treasurer
Greg Bradley, North Highland
Immediate Past Chair
J. Vance Burgess, Chick-fil-A, Inc.
TRUSTEES
Marlene Alexander, Ivy Funds
Nancy Brown, GYN-Care, Inc.
Johanna Ellis, Atlanta Classic Cars
Brooks Fischer, Yates Insurance
Daniel Grider, The Home Depot
Mary Hsieh, Health Management Associates
Chef Nick Leahy, Saltyard
Peter Mace, Hodges-Mace Benefits Group
Marsha Middleton, M-Squared Public Relations
Angela Nagy, Ernst & Young
Monica Pearson, WSB-TV (ret.)
Paula Sanders, Georgia Hospice & Palliative Care Organization
Cynthia Widner Wall, PNC Wealth Management
LIFETIME TRUSTEES
James Arnett, Merrill Lynch
Sandra Baldwin, D&S Baldwin Group
Sharon Denney, Fidelity Bank (ret.)
John Horne, Weismann Nowack Curry & Wilco, P.C.
David Ledbetter, Investors Financial Services
Monica Pearson, WSB-TV (ret.)
W. Rhett Tanner, Jones Day (ret.)
CELEBRATING 50 YEARS WITH
GROWTH AND IMPACT
For Meals On Wheels Atlanta, 2015 was a year of many milestones. We celebrated
our 50th anniversary, delivered our 3.4 millionth meal, and completed our $2 million
Capital Campaign. We also bid farewell to Jeff Smythe, who concluded his long tenure
of leadership here, and we welcomed Charlene Crusoe-Ingram, former Chair of the
Board of Trustees, as the new leader of Meals On Wheels Atlanta.
With fresh momentum from the celebration of our 50th anniversary, we are eager
to look ahead and to take on the new challenges facing the senior community in
the Atlanta area. The greatest challenge we face is the skyrocketing rate of food
insecurity among seniors. In the past few years, the waitlist for our Meal Services
program has swelled dramatically with impoverished and disabled seniors struggling
against hunger and other serious hardships. We now have nearly 400 seniors on our
waitlist for meal delivery. Our Meal Services program is so overwhelmed that these
seniors must wait over a year to start receiving meals—a wait no senior should have
to endure.
This great and growing need is what inspired us to make our new Five-Year Strategic
Plan an ambitious one. Between now and 2020, we aim to make Meal Services our
highest priority and to increase our impact by 250% to 500,000 meals per year. To
accomplish this, we need to grow our annual funding by 116% to $8m. Our other
major goal for 2020 is to develop Seniors360, a triage approach to connecting seniors
with internal and external services so that we may more comprehensively address
their needs.
While our Strategic Plan is ambitious, we are already making exciting progress toward
our goals. We have invested funds from our recent Capital Campaign to expand our
capacity to meet the needs of seniors throughout the Atlanta area. Our renovated
kitchen can now produce up to 2,000 meals per day. And in order to raise our funding
levels to support that meal production volume and other areas of expansion, we
have invested in promising new fundraising strategies. In 2015, we also inaugurated
our Young Professional Board, which is cultivating support for MOWA among
young millennials.
As we commemorate the milestones and successes of 2015, we recognize that it
takes the collaborative efforts of our whole community—of each of you, our donors,
volunteers, board, and staff—to respond to the needs of Atlanta area seniors. We are
so grateful for all you have done to support our mission in MOWA’s first 50 years, and
we ask for your continued support as we undertake the challenges of the years ahead.
YOUNG PROFESSIONAL BOARD
Justin Carswell, McWhirter Realty Partners
Ashley Case, The Coca-Cola Company
Megan Cheever, Kaiser Permanente
Darien Dabney, Federal Reserve Bank of Atlanta
John Hanson, Riverstone Advisors
Derron Morris, Hodges-Mace Benefits Group
Lauren Ogilve, VITAS Healthcare of Atlanta
John Rahiya, AGCO Corporation
Matthew Sargent, eVestment
Charlene Crusoe-Ingram
Chief Executive Officer
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• • •
Marc Skalla
Chair, Board of Trustees
2014-2015 Leadership
& Management Staff
Jeffrey M. Smythe
Executive Director
Barbara Bond-Gentry
Director of Finance and Human Resources
Carla Geeter
Office and Building Manager
Kate Grinalds
Senior Director of Development
Joseph Guy
Director of Home Repair Services
Larry Tatz
Director of Operations
Jason Tucker
Meals Services Manager
Angelique (Al) Miller
Director of Neighborhood Centers
Katie Olliff
Development Manager
Jessica Perno
Director of Special Events
Brett Perriman
Adult Day Health Administrator
Kari Morrison
Director of Volunteer Services
Roberta Williams-Todd
Senior Companion Program Director
MISSION
To support senior independence through meals,
shelter, education and community.
VISION
No Atlanta area senior is hungry, cold or forgotten.
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• • •
FINANCIALS (July 1, 2014 – June 30, 2015)
$52,188
$161,720
$16,725
$647,057
Income
$2,054,114
$133,691
Government
$
2,054,114
General
$
1,203,558
United Way
$
133,691
Special Events
$
647,057
Program Services
$
161,720
Other
$
52,188
In-Kind
$
16,725
Investment
$
-742
TOTAL
$
4,268,311
$1,203,558
$237,071
$242,239
Expenses
$763,913
$163,005
Home Repair Services
$
763,913
Meal Services
$
1,177,341
Senior Centers
$
627,809
Adult Day Health
$
325,340
Volunteer Services
$
245,926
Facility Operations
$
163,005
Marketing/Fundraising
$
242,239
Support Services
$
237,071
TOTAL
$
3,782,644
$245,926
$325,340
$1,177,341
$627,809
SENIOR CITIZENS FOUNDATION
The Senior Citizens Foundation was organized to provide stable support to Meals On
Wheels Atlanta. As of June 30, 2015 the balance was $1,003,216.98
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* T he high surplus reflected in
the FY15 Financials is due to
income and pledges from our
$2 million Capital Campaign
that have been collected, but
not yet expended.
CELEBRATING 50 YEARS OF SERVING ATLANTA SENIORS
1965 – 2015
What a milestone year! Indeed, we celebrated 50 years of service with
remarkable growth and impact. We kicked off the anniversary with
Atlanta Mayor Kasim Reed delivering our 3.4 millionth meal to one of
our wonderful clients. In August of 2015, we announced our first ever
$1 million donation at our 50th anniversary celebration event. We also
wrapped up a successful $2 million capital campaign and developed
a new five-year strategic plan. All year long, we celebrated our
anniversary, our clients and our impactful work in the community.
Mayor Kasim Reed delivers flowers and MOWA’s 3.4 millionth
meal to Ms. Precious Boyer, January 2015.
“This is not just a food service, but
a service that lets our seniors know
they are never, ever forgotten.”
–Mayor Kasim Reed
MOWA Board Members at the 50th Anniversary
Celebration, August 2015.
MOWA 50th Anniversary
Celebration, August 2015.
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PROGRAMS (July 1, 2014 – June 30, 2015)
Meal Services
50TH ANNIVERSARY FLASHBACK:
The Meal Services program
provides nutritious meals to
low-income and homebound
seniors who are unable to
prepare or afford the food
they need.
Meal Services delivered its first meal
in 1970. Since then, the program has
delivered more than 3.5 million meals.
MEAL SERVICES
689 seniors
161,615 meals
HOME REPAIR
Home Repair Services
The Home Repair Services program provides plumbing,
electrical, and other maintenance and repairs to the homes of
seniors who are challenged by health and financial constraints.
50TH ANNIVERSARY FLASHBACK:
230 seniors
1,708 repairs
Since its inception in 2002, Home Repair Services has
completed more than 13,800 projects and helped more than
2,600 seniors stay warm, dry, and safe in their homes.
Neighborhood
Senior Centers
Meals On Wheels Atlanta
operates and manages seven
Neighborhood Seniors Centers
throughout Fulton County.
These centers provide social,
recreational, and educational
activities, as well as health
services, case management
services, and nutritious lunches.
50TH ANNIVERSARY FLASHBACK:
We have served over 11,000 seniors in
our senior centers.
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SENIOR CENTERS
536 senior
clients served
PROGRAMS (July 1, 2014 – June 30, 2015)
Vivian T. Minor Adult Day Health Center
ADULT DAY
HEALTH
The Adult Day Health Center offers an engaging environment to
seniors with Alzheimer’s and dementia and much needed relief
and support to their caregivers.
50TH ANNIVERSARY FLASHBACK:
We opened our Adult Day Health Center in 1974
and have provided care for more than 1,500 seniors.
39,945 hours served
allowing 49 seniors
to remain at home
Even with adding 132 new Meal Services clients from our waitlist this year,
DEMAND FOR MEALS CONTINUES TO OUTPACE OUR GROWTH.
325
139,030
176
114,100
98,578
105,995
Seniors on Waitlist
385
Current
161,615
Meals Delivered
200,000
Projected
219
166
49
FY11
FY12
>12% of seniors in
Georgia live in poverty.
FY13
FY14
>17% of seniors in Georgia
struggle with food insecurity.
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FY15
FY16
>100 Baby Boomers join Atlanta’s
senior population every day.
VOLUNTEERS
Volunteers are the Lifeline to Seniors at Meals On Wheels Atlanta
create strong relationships with our seniors and become a lifeline of
support. The Volunteer Services department also launched an internship
program for college students to gain hands-on nonprofit experience
and to provide valuable support of our operations. As a result of
these investments, we have seen our individual and group volunteer
base substantially increase, allowing us to grow support for Atlanta’s
expanding population of seniors.
As Meals On Wheels Atlanta grows, we rely on our volunteers more
than ever. In 2015, we strategically invested in our Volunteer Services
department to increase our base of volunteers. Through a grant from
the Community Foundation of Greater Atlanta, we were able to expand
the department and hire a new Director of Volunteer Services. With
renewed capacity and focus, we are fostering meaningful volunteer
experiences for individuals and families as well as corporate, civic and
faith-based groups from all over Atlanta. Our dedicated volunteers
One of our devoted
volunteers, MS. BARBARA
HAIG, has delivered meals
to our seniors every Saturday
for the past 7 years. At 89
years old, she is a lifelong
resident of Atlanta and one
of our most dependable
volunteers. A big THANK YOU
goes out to her and all of our
hardworking volunteers who
made this past year a success!
Every one of you have been a
lifeline to serving the needs of
our seniors.
• • •
5,554 VOLUNTEERS
60,838
Volunteer Hours
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$1,353,646
Value of Service
DONORS (July 1, 2014 – June 30, 2015)
Many thanks to all of our donors for their tremendous support, which enables us to serve Atlanta seniors today and in future years.
$2 Million Capital Campaign Donors
Corporate, Foundation,
Government ($5,000+ donors)
$250,000+
A Friend of Meals On
Wheels Atlanta
Joseph B. Whitehead Foundation
$100,000 – $249,999
Elizabeth and Carl Allen
Thalia N. Carlos and Chris
M. Carlos Foundation
Tull Charitable Foundation
$50,000 – $99,999
A Friend of Meals On
Wheels Atlanta
The Community Foundation
for Greater Atlanta’s
Grants to Green
Cox Interests
»» Anne Cox Chambers
Foundation
»» Cox Enterprises/WSB-TV
Channel 2-in honor of
Monica Pearson
»» James M. Cox Foundation
J.B. Fuqua Foundation
Lou Brown Jewell
Laura and Peter Mace
Faye and Lewis Manderson
Monica and John Pearson
Louise Sams and Jerome Grilhot
Lisa and John Snodgrass
$25,000 – $49,999
A Friend of Meals On
Wheels Atlanta
AGL Resources
May P. and Francis L. Abreu
Charitable Trust
Sandra and Dan Baldwin
Mary Allen Lindsey Branan
Foundation
Billi Marcus
Lauren and Marc Skalla
Dudley Stevens
$10,000 – $24,999
A Friend of Meals On
Wheels Atlanta (2)
Jeanne Berry
Leigh and Vance Burgess
Charlene Crusoe-Ingram
and Earnest Ingram
Gail and Tim Hughes
The Imlay Foundation
The Tom and Edwina Johnson
Family Foundation
Mabel Dorn Reeder Foundation
North Point Ministries
Cecelia and David Ratcliffe
SunTrust Bank Trusteed
Foundations: Thomas Guy
Woolford Charitable Trust
Shirl and Irwin Teich
Krista and Matt Toddy
Cynthia Widner Wall
and James Wall
$5,000 – $9,999
Keysha and Gregory Bradley
Nancy and Eric Brown
Chick-fil-A
Tony Conway
Maggie and Brooks Fischer
Cindy and Bill Fowler
Judy and Ronald Goldstein
Daniel Grider
Michele and Ransom James
Kathy and Alan Kleeman
Linda and Dennis Meir
Deborah Lee and John Peifer
Paula Sanders
Glenna and Andy Smith
Nancy and Travis Turner
Sharon Umphenour
The Zaban Foundation
$1,000 – $4,999
Marlene Alexander
Be Square Productions
The Collins-Smythe Family
Yvonne and Walter Conway
Caroline M. Gilham
Jerry Henry
Judy and John Horne
Mary Hsieh and Garrett Stanley
Kaiser Permanente
Marsha Middleton
Angela and Michael Nagy
John Sweeny
Wanda Wenger
Johanna T. Wise and Jeff Mekolites
Maj. Gen. and Mrs.
John S. Grinalds
J. Smith Lanier
Nancy and Thomas Snell
Carolyn and Rhett Tanner
$100 - $499
Patrick N. Allitt
Sherrie Graham
Griffin Mediation and
Arbitration Services
Gail C. Henderson
Janice and John Hunter
Sarah and John Irby
Stephanie Jones
Marilyn and Howard Krone
Louise and E.T. Laird
Peggy and Maurice Levitt
Jo Ann Maltby
Tracy and Melissa McArthur
Linda and Alfred Merrill
Mark C. Pope IV
Jean Roberts
Sheryl Sellaway
Sharon Silva
Hong-Tsun Simon
Paula and Randall Spak
Augusto Trujillo
Katherine Woodruff Williams
Sue and Claude Wise
IN-KIND
Chris Carlos
Chick-fil-A/Justin Bloecher
City of Atlanta/Berkeley Park
Neighborhood Association/
Mayor Kasim Reed
Cox Enterprises
Operational Security Systems
$500 - $999
Isaac Blythers
GA Association of Broadcasters –
in honor of Monica Pearson
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Amerigroup Corporation
Atlanta Foundation
Atlanta Housing Authority
Frances Hollis Brain Foundation
Mary Allen Lindsey Branan Foundation
City of Atlanta-CDBG/HUD
Cobb Senior Services
The Coca-Cola Foundation
The Community Foundation for Greater Atlanta, Inc.
Corporation for National & Community Service
John and Mary Franklin Foundation
The Fulton County Board of Commissioners
Georgia Department of Human Services
The Home Depot Foundation
The Junior League of Atlanta
Kaiser Permanente of Georgia
The Thomas M. and Irene B. Kirbo Charitable Foundation
The Martha and Wilton Looney Foundation, Inc.
James Starr Moore Memorial Foundation
Publix Super Markets Charities, Inc.
Ida Alice Ryan Charitable Trust
Trinity Presbyterian Church
United Way of Greater Atlanta
Walmart Foundation
Wells Fargo
Frances Wood Wilson Foundation, Inc.
Knife and Fork Society
Sandra and Dan Baldwin
Julie Barber
Battle Family Foundation
Louise Billian
John C. Bleacher
Nancy and Eric Brown
Betty and Bob Callaway
B.L. Chastain
Wendy and Andy Childers
Anne Cox Chambers Foundation
Charlene Crusoe-Ingram
and Earnest Ingram
Donzak LLC
Johanna Ellis
Fine and Block
Maggie and Brooks Fischer
Sieglinde and John Gillfillan
Daniel Grider
Louise S. Gunn
Cindy Henning
Gail and Tim Hughes
The Irby Foundation Fund
Edwina and Tom Johnson
Marilyn and Donald Keough
David King
Cathy and Steve Kuranoff
Linda Lee
Martha and Wilton Looney
R.C. Loudermilk
LUBO Fund, Inc.
Laura and Peter Mace
Clive McAllister
Karen P. McGrath
Laura McElroy
Angela and Michael Nagy
Anne and Tim Sheehan
Susan Sink
Lauren and Marc Skalla
Glenna and Andy Smith
Krist and Ben Voyles
Cynthia Widner Wall
and James Wall
Keehln Wheeler
Johanna Wise and Jeff Mekolites
Elizabeth and Chris Willett
Lee Tremlett Willams
EVENTS (July 1, 2014 – June 30, 2015)
27th Annual A Meal to Remember
November 7, 2014 at the St. Regis Atlanta
CHAIRS:
Patti Dickey, Lovette Russell, Dottie Smith
HONOREE:
AGL Resources and in recognition of retired AGL
President Isaac Blythers
BASQUIAT PRESENTING SPONSOR:
The St. Regis Atlanta
LICHTENSTEIN SPONSORS:
Cox Enterprises, Inc
Neiman Marcus
JASPER JOHNS SPONSOR:
AGL Resources
Chris Carlos
PATRON PARTY SPONSOR:
PNC Wealth Management
14th Annual Golf Tournament
September 8, 2014 at the Capital
City Club – Brookhaven
CHAIRS:
Brooks Fischer, Ransom James, Peter Mace
PRESENTING SPONSORS:
Hodges-Mace Benefits Group
VITAS Healthcare
CORPORATE SPONSOR:
In honor of Michael C. Carlos
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EVENTS (July 1, 2014 – June 30, 2015)
Sunday Suppers
April 26, May 3, May 17, 2015
CHAIRS:
Nancy Brown, James Hurley
CHEF CHAIR:
Nick Leahy, Saltyard
WINE SPONSOR:
PNC Wealth Management
Santa for Seniors
Midnight in Paris
December 11, 2014 at the Cherokee Town and Country Club
April 17, 2015 hosted by the MOWA Young Professional Board
CHAIRS:
Jade Sykes Slover, Dottie Smith, Jill Berry
SPONSORS:
Hodges-Mace Benefits Group, Freshpoint, Milner Ricoh, Northside Hospital
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1705 Commerce Drive, NW
Atlanta, GA 30318-3107
www.mealsonwheelsatlanta.org