Annual Report 2005 - Westgate Resorts Foundation
Transcription
Annual Report 2005 - Westgate Resorts Foundation
Annual Report 2005 “Doing well by doing good” “Do all the good you can By all the means you can In all the ways you can In all the places you can To all the people you can As long as ever you can.” -John Wesley The mission of the Westgate Resorts Foundation is to actively support charitable activities in areas where our employees live and work. Emphasis is placed on our employees, children, women, families, seniors and other local programs that improve the quality of life in our communities. Mission Statement “It is my belief that great communities are built by their citizens working together to improve the quality of life. Westgate’s spirit of giving, volunteering, and compassion will continue, as the needs continue, months and years ahead. We’re truly a caring company.” -David Siegel President and CEO of Westgate Resorts A lthough 2005 is only the fourth year that the Westgate Resorts Foundation has been in existence, it is amazing to look back and realize how much has been accomplished over the last year. Throughout this active year, the Foundation has continued to expand and has built a name for itself through its principle of “Doing Well by Doing Good.” Since its establishment, the Foundation has raised and distributed almost $6 million to hundreds of charities and individuals in need. Currently operating in eleven states, the Foundation is helping everyone in the Westgate family feel good about the role our company plays in the communities where our employees live and work. In today’s world, where we have all learned how quickly our lives can change, it really is a great source of pride for me and our Westgate family members to know that there is a safety net for us and our neighbors when some unforeseeable event catches up to us and makes us aware of how valuable our lives are. Whether through direct support from the David’s Dollars fund or via a service from one of the hundreds of charities we have developed a relationship with, it should be comforting for you to know that there is always help available. Research in the world of business indicates that people are taking a significant interest in the kind of companies for which they work. In fact, the single most important factor that people say influences their choice of an employer is “what the company represents in the community.” People today want more than a paycheck - they want to feel that their employer is a caring contributor to the quality of life in their towns, our country and the world. I also think that when families are looking for a company to provide them with a lifetime of quality vacations, they need to feel comfortable that the experience will include a sense of pride in that company and its employees. The Westgate family is a large and growing entity: hundreds of thousands of owners; 10,000 employees; literally hundreds of vendors; close to a million annual guests and hundreds of marketing and business partners. They all support the Westgate Resort Foundation with their contributions of time, talent and resources. We appreciate everything they do for us and, in turn, we treat their trust with the greatest respect. As big as the Foundation is today, I already know that 2006 will see it grow even more and the work it is doing will continue to make us all proud. David A. Siegel From the President Westgate Resorts Foundation Westgate Resorts Foundation “It’s important to our company to be a responsible and conscientious corporate partner in the communities which are home to our resorts as well as our employees and their families.” -David Siegel President and CEO of Westgate Resorts Annual Revenue T he Westgate Resorts Foundation has raised and contributed almost $6 million to charities since its inception. These funds have been donated to organizations that provide services for women, children, families, and seniors in Central Florida and other communities where Westgate owns and operates resorts. The Westgate Resorts Foundation is unique because every dollar is raised by Westgate employees, executives, and business partners. In fact, it is widely known that a commitment to the community is a prerequisite for conducting significant business with Westgate Resorts. Additionally, David Siegel pays all of the administrative and operating costs of the Foundation to ensure that every dollar raised goes directly to people in need. (Excluding certain taxes, licenses, bank charges and similar charges of this certified, 501(c)(3) organization’s expenses, allowing 100 percent of the net funds donated to the program to be distributed to charities. In connection with certain fundraising events, the Foundation may incur certain out of pocket expenses in connection with such events, including event location rental fees, equipment rental, food costs, advertising and similar expenses which are netted against the funds raised from particular fundraising events.) Year Other (Interest, M&T, etc.) 18% Employees* 20% Events 13% Vendors 23% Owners/Guest Folios 26% 2005 Sources of Funds T he method by which the Foundation spends and invests its funds each year is carried out by members of the board, the Foundation staff, and over a hundred company employee volunteers. Everyone participating in this process recognizes the importance of evaluating and selecting charities that provide services in the communities where Westgate operates. In 2005, over 130 charities submitted proposals that were assessed by this team from the Westgate family. Over 110 grants were given this year to groups who met or exceeded the selection criteria. The charities supported by the Westgate Resorts Foundation have touched the lives of tens of thousands of people both in our company and across the country. In addition to the grants, another $249,360 was invested in the Westgate Resorts Foundation’s endowment account. This important account has now reached a total of over $550,000. * Note: Of the 20 percentage points in the Employee category, 12 of those percentage points are comprised of contributions made by the David A. Siegel Society. 2005 Application of Funds Grants and Sponsorships Endowment Increase Event Expenses Operating Expenses Ticket Inventory Total Revenue $1,002,540 $249,360 $327,241 $249,517 $49,221 $ 1,877,879 Source of Funds “...The thing about our Westgate Friends is that we know that you do love our children and My Grandmother would be so happy to know that her babies are loved and so taken care of by the community...” we thank you so much. -Betty Turner, Coordinator The Russell Home for Atypical Children 2005 Charitable Organizations In addition to actual dollars, the Westgate Resorts Foundation supports local charities through in-kind contributions. Thousands of pieces of furniture and appliances are donated annually to local charities for use in their programs. In addition, gift certificates valued at more than $125,000 for stays at Westgate Resorts locations are donated to charities for use in fundraising efforts such as silent auctions and raffles. Company-wide food drives, clothing drives, book drives and other worthy efforts are other ways that Westgate employees can help those in need. A Gift for Teaching Alzheimer’s Research Organization American Cancer Society American Diabetes Association American Heart Association American Red Cross American Stroke Association Angel Flight Southeast Appalachian Bear Center Avon Walk for Breast Cancer B.A.S.E. Camp Children’s Cancer Foundation BETA Center Big Brothers Big Sisters of Central Florida Big Brothers Big Sisters of Greater Miami Big Brothers Big Sisters of Utah Black Stallion Literacy Project Boggy Creek Gang Camp Boy Scouts of America - Central Florida Council Boy Scouts of America - Great Smoky Mountain Council Boys & Girls Clubs of Central Florida Boys & Girls Clubs of Las Vegas Boys & Girls Clubs of Gatlinburg Bridges of Light Foundation Camillus House Canine Companions for Independence Center for Drug Free Living Central Florida Epilepsy Association Chabad South Orlando Children’s Home Society Christian Service Center City of Ocoee - Founder’s Day Festival City of Ocoee Fire Department Community Service Center of South Orange Cystic Fibrosis Foundation Dr. Donald Diebel Foundation Easter Seals Florida Edgewood Children’s Ranch Femmes de Coeur Fire Fund - College of William & Mary Florida Hospital Foundation Friends of the Menello Museum Friends of the Smokies Girl Scouts of Citrus Council Give Kids The World Grandma’s House Great Oaks Village Habitat for Humanity - Utah Habitat for Humanity of Greater Orlando Harbor House Harris Rosen Foundation Health Care Center for the Homeless Health Central Foundation Hemophilia Foundation of Greater Florida Hi-Tech Tutoring Center Hope and Help Center Hospice of the Comforter House of Hope Jamestown-Yorktown Foundation Jewish Adoption and Foster Care Options Jewish Community Center of Greater Orlando Jewish Family Services of Greater Orlando Kinneret Council on Aging Leukemia and Lymphoma Society Lighthouse Central Florida Lisa Merlin House Make-A-Wish Foundation of Southern Nevada Make-A-Wish Foundation of Central and Northern Florida Make-A-Wish Foundation of Southern Florida Make-A-Wish Foundation of Tennessee Make-A-Wish Foundation of Utah March of Dimes Metropolitan Inter-Faith Association Morning Star School Mountain Hope Good Shepherd Clinic The above list was current at time of printing and includes major contributions made by the Westgate Resorts Foundation but not employee designated beneficiaries. Muscular Dystrophy Association Mustard Seed of Central Florida Nathaniel’s Hope New Hope for Kids Ocoee Police Department Orlando Ballet Osceola County Council on Aging Park City Education Foundation Pathways to Care Ronald McDonald House Russell Home for Atypical Children Seniors First Shade Tree Shepherd’s Hope Shepherd’s Promise Shop With a Cop Special Olympics Florida Special Olympics Utah Stepping Stone Medical Equipment Bank Susan G. Komen Foundation The Center for Memory Disorders The City of Gatlinburg Fire Department The Foundation for Osceola Education The Gift of Swimming Toys for Tots Track Shack Foundation United Arts United Cerebral Palsy United Cerebral Palsy - Utah Universal Orlando Foundation USO - Operation Care Package Utah Families Foundation Variety Club Variety Day Home Williamsburg Area Chamber of Commerce Williamsburg Volunteer Fire Department Women’s Crisis Center of Taney County 2005 Grants and Sponsorships Community Caring Thanks “Be the change you want to see in the world.” “…On behalf of the survivors of domestic violence, the Board of Directors and the staff of Harbor House, we thank you for your generous donation of $10,000 to support community education on the causes, effects, and warning signs of domestic violence. Your donation helps save lives each and every day…” - Gail A. Patin, Chief Executive Officer Harbor House -Gandhi “…We are excited to be among those organizations selected to receive a grant from the Westgate Resorts Foundation. These funds will help to support many innovative classroom projects to the benefit of hundreds of area school students. In its short time in the Williamsburg area, Westgate Resorts has proven itself to be a giving corporate citizen, making a positive difference in the lives of those in need…” - Robert W. Hershberger, Executive Vice President Williamsburg Area Chamber of Commerce “…Operation USO Care Package was developed to securely provide care packages to troops participating in Operation Enduring Freedom and Operation Iraqi Freedom. Your generous contribution enabled us to provide thousands of soldiers with these much needed, and much appreciated, items…” - Edward A. Powell, President & Chief Executive Officer USO Worldwide Operations “You really can change the world if you care enough.” -Marion Wright Edelman “…How wonderful to be chosen by your employees for the second year for a grant of $10,000. We appreciate your confidence in the Health Care Center for the Homeless as indicated by your gift, which helps us fulfill our mission of ‘Providing quality health care services that improve the lives of the homeless and medically indigent residents of our community.’ Thank you for helping us make the lives of this forgotten population better…” - Bakari F. Burns, Chief Executive Officer Health Care Center for the Homeless “…We are sincerely grateful for your contribution of $10,000, which helped us tour Halfway There, our drug prevention drama, to schools in Orlando this past spring. Counselors and teachers commented that many students came in to seek help after viewing our presentation. Thank you from the bottom of our hearts for your support of our drug deterrence programs. We believe that this is the most important contribution that a corporation can make…” - Sunna Rasch, Founder & Executive Director Periwinkle National Theatre “…Your donation of $5,000 is greatly appreciated and will help sponsor the wish of Angel, a lovable 3-year-old girl from Miami who suffers from a brain tumor. She is mesmerized every time her favorite show, Sesame Street, comes on the screen. We are sure that Angel will be ecstatic when her wish to visit Sesame Place in Philadelphia comes true! The amount of joy and happiness that she will receive is truly priceless…” - Laurie Levine, Chairman of the Board Make-A-Wish Foundation of Southern Florida “…Thank you once again for your incredibly generous donation of $10,000. Westgate Resorts Foundation is doing amazing work in our community and we are honored to have been chosen as a recipient of this gift. You are definitely making a major contribution to bettering the lives of children and their families right here in Central Florida. Please know how much we appreciate what you have done for us and for so many others in need…” - Joan Bailey, Development Edgewood Children’s Ranch “…On behalf of Special Olympics Florida athletes, coaches, families, and volunteers, we thank you for your tremendous support. Through your support of Special Olympics, you are helping to improve the lives of children and adults with intellectual disabilities and the communities in which they live. As we continue our campaign to challenge the world to recognize the abilities of people with intellectual disabilities, we are honored to have Westgate Resorts Foundation by our side…” - Monty Castevens, SOFL President & CEO Special Olympics Florida “…Along with the many senior citizens in Orange County that benefit from the services offered by Seniors First, Inc., I would like to take this opportunity to thank you for your donation of $10,000. Your contribution allows our seniors to remain living independently and with dignity. With your charitable donations, we are able to continue providing essential daily support services to the seniors in our community…” - Randall Hunt, Chief Executive Officer Seniors First, Inc. “…Big Brothers Big Sisters of Utah would like to thank you for the generous contribution of $5,000 to support children in our mentoring programs. This donation will help match children with caring, adult mentors. Together we are making a Big Difference…One Child at a Time…” - Pam Sanders, President & CEO Big Brothers Big Sisters of Utah Word of Thanks Foundation Highlights Feeding the Homeless An Evening on the French Riviera Westgate All-Star Revue Members of the IT Department serving lunch to the homeless at Daily Bread. Guests enjoying an evening at the Siegel home benefiting the Boys & Girls Clubs of Central Florida and Orlando Ballet. Johnnie Meola and little friend performing at the Westgate All-Star Revue. Special Olympics Florida “Gold, Silver, & Bronze” Gala Annual Holiday Toy Drive Seniors First Turkey Trot David and Jacqueline Siegel with Mark and Karen Waltrip at the “Gold, Silver, & Bronze” Gala benefiting Special Olympics Florida. Maritza Pagan surrounded by holiday gifts collected in Gatlinburg during Westgate’s annual toy drive. Westgate CareForce runners participate in the 5K run benefiting Meals on Wheels. Highlights Future Looking toward the “The unselfish effort to bring cheer to others will be the beginning of a happier life for ourselves.” -Helen Keller S even years ago, two scholarships at Valencia Community College in Orlando were endowed to honor the memories of Joseph F. Cordovano and Chad Normington. Funds were raised by Westgate and matched by the state of Florida. Every Spring and Fall semester, deserving employees and in some cases their dependents, are awarded scholarships to offset their tuition costs at Valencia Community College. In 2005, 13 employees were awarded these scholarships totaling $2,750. In 2003, the Westgate Resorts Foundation added its own scholarship program, which made scholarships available to employees in Central Florida and Gatlinburg. The program has continued to expand, and scholarships are now available for any accredited university or college within the metropolitan areas of ALL Westgate Resorts properties! In 2005, the Westgate Resorts Foundation granted $10,341 in scholarships to 41 commendable recipients. Scholarship Program 2005 The David A. Siegel Society “The unfortunate need people who will be kind to them; the prosperous need people to be kind to.” -Aristotle The David A. Siegel Society was created by the Westgate Resorts Foundation in 2001 and recognizes individuals who contribute annual gifts of $2,500 and above. The society is named in honor of the President and Chief Executive Officer of Westgate Resorts, Mr. David A. Siegel, who is a respected leader in the Central Florida business and philanthropic communities. Bronze $2,500 - $4,999 Dante Alzamora Randall Bates Gloria Blalock Lance Burns Ernie Cummings Matlena Danielian Dwayne Dukes Lee Filteau Greg Fisher Jimmy Fullbright Carlos Gonzalez Richard Grecni Ken Grimes Stacey Jackson Arthur Kapetansky Mark Laurent Charles Layne Tim Mackey Richard Moore Mark Mrozinski David Neal Harris Nesbitt Corp. Charles Noe Bob Normington John Palmer Vince Parker Earl Parr Pedro Parra Gary Pearce Leonardo Rodriguez Michael Rodriguez Paul Scusa Alex Silva Tom Sparks William Stoddard Alberto Tamayo Michael Toscano Tri-City Electrical Contractors, Inc. Debera Turner Neil VanBart Giuseppe Vicari Gloria Zemaitis Gold $10,000 - $24,999 CapitalSource Finance Harold Cohen Dave Crabtree Tom Dugan Bobby Fusik Jim Gissy GMAC Gerry Greenspoon IKON Office Solutions Judy Levy Michael Marder MOEN Paula Morabito - Ernst & Young Pinnacle Recovery, Inc. Barry Siegel Steve Siegel Textron Mark & Karen Waltrip Silver Platinum Jean Ellis Steve Elker - KPMG Michelle Levy Dean Parker Richard Siegel Richard Stoun David A. Siegel Superior Printers $5,000 - $9,999 $25,000+ The David A. Siegel Society “The only gift is a portion of thyself.” -Ralph Waldo Emerson Community Volunteer Services Westgate employee Garrett Stump serving ice cream at Give Kids The World. Westgate Smoky Mountain Resort employees in Gatlinburg participate in the Making Strides Against Breast Cancer walk on October 16, 2005. I n addition to cash donations, one of the most precious and powerful gifts contributed by Westgate is the gift of volunteering. The volunteer efforts of Westgate employees are organized, facilitated, and guided by the CareForce, the company-wide volunteer program that was launched in 2003. There are currently over 1,000 Westgate employees listed in the CareForce volunteer database. This company-wide resource identifies their interests, strengths, and available times, and allows the CareForce to match volunteers to projects that result in the most satisfying and rewarding experiences possible. At any given moment, the CareForce can provide a charity with a list of employees who are interested in assisting various worthy causes – including assistance for children, the elderly, special needs populations, animals, the environment, etc. In 2005, more than 20 charities in Central Florida alone benefited from the CareForce efforts. For example, many Westgate employees participated in the “Make a Difference Day” at the Sunshine Foundation, which is the first wish-granting organization for terminally-ill children. The employees spent hours decorating the village for Christmas to raise the spirits of the children visiting there. CareForce members have also raised tens of thousands of dollars for the American Cancer Society by participating in the “Making Strides Against Breast Cancer” Walk and “Relay for Life.” Other CareForce members trained for 18-21 weeks to take part in the Marathon to End Stroke for the American Stroke Association. Additional volunteer projects include the Special Olympics, Habitat for Humanity, Westgate Resorts Food and Toy Drives, serving lunch to the homeless, and protecting and preserving our environment. Volunteer efforts like these were coordinated and carried out across the country in: Gatlinburg, TN; Park City, Utah; Branson, MO; and Williamsburg, VA. These generous acts of service resulted in over 4,500 hours of volunteer time from the Westgate CareForce members. Westgate Resorts takes great pride in having the kind of caring employees who willingly give of themselves every year to help valuable organizations that enhance the quality of life in our communities and our country. Anyone interested in joining the CareForce or having the CareForce as a resource for their favorite charity, please email [email protected]. The Westgate CareForce A few areas where the David’s Dollars Foundation provided assistance in 2005: Helped several employees with emergency travel expenses so that they could be by the bedside of a critically ill family member or attend their loved one’s funeral. Assisted employees with funeral expenses of their dependents. Made dozens of mortgage and rent payments for employees with unforeseen emergencies. Covered numerous utility payments for employees with unexpected crises. Distributed over 100 grants for these and other general support purposes to employees affected by house fires, illness, emergency surgeries, etc. Offered Critical Incident Counseling to employees who had encountered traumatic events. Donated hundreds of free room nights at Westgate properties for employees who experienced unfortunate emergency situations that forced them to find short-term alternate living arrangements. David’s DollarsFoundation T he driving force behind all of the fundraising activities is the David’s Dollars Foundation, which is one of the principal beneficiaries of the Westgate Resorts Foundation. The David’s Dollars Foundation was created to provide a safety net for employees when an unforeseen tragedy occurs in their life. Over the past several years, the David’s Dollars Foundation has provided over $1 million to Westgate employees for a wide range of support and services that include medical equipment, emergency housing, travel to visit sick relatives, and, unfortunately, funeral expenses. As an additional source of assistance for our employees, an annual toy drive is held prior to the holidays. Employees are given their choice of gifts and stocking stuffers for their minor children. In addition, company-wide food and clothing drives are held to benefit local charities with the understanding that, if requested, the charities will give priority assistance to Westgate employees in need. “…It has been said ‘In each life some rain must fall’. My diagnosis of breast cancer came as a deluge to me as thunder, lightning, and dark clouds. Your financial help came to me as a ‘ray of sunshine’. Thank you David Siegel and Westgate Foundation. When I gave my monthly contribution to help those in need, I never dreamed I myself would one day need help. We never know what lies ahead in our future. I pray other employees would choose to be part of those donating for unfortunate circumstances that may occur in others’ lives. Once again, thank you very much and God bless…” - Margaret Small, Telemarketing Knoxville “…Thank you for your concern during the time I was absent due to my house fire and my mother’s injury. The gift card to Walmart from the Westgate Foundation is a blessing. I have already used the card to purchase groceries, as all my food items had to be discarded after the fire. I certainly will be using the gift card when I move back into my home in a couple of months. Again, thank you so much. I am blessed to work for such a considerate and giving company, and I truly appreciate all that you have done for me…” “…I would like to take the time to express my sincere gratitude for your assistance during my family’s time of need. Not only have you enabled us to resolve unexpected attorney fees related to our emergency foster care situation, but you went so far as to provide us with money for essential baby needs that we were not able to afford. All of this has truly been a blessing to me and my family. It is nice to know that I work for a company that takes the time to care for their employees and their families…” - Jennifer West, Collections Ocoee Call Center “…I just wanted to thank everybody involved in helping my family recover our losses from the fire in our building. It’s hard to believe that the things that took years to acquire can be destroyed in minutes. Your gift will not be forgotten, and I wish everyone at the Westgate Foundation and CFI all the health and happiness that life has to offer. The world would be much nicer if more people were like you! Thanks…” - Vasiliki Hall, Sales Westgate South Beach - Brenda Hogan, Telemarketing Knoxville David’s Dollars Foundation “Unless we think of others and do something for them, we miss one of the greatest sources of happiness.” -Ray Lyman Wilbur F inally, as further evidence of the Westgate Resorts Foundation’s commitment to education, the Westgate Resorts Foundation has become a “Partner-In-Education” with Oak Ridge High School in Orlando, Florida. Westgate executives and employees work hand in hand with the school administrators, faculty, staff and students on a daily basis to help improve the quality of education in this community. Westgate employees provide volunteers for school activities, student mentoring and support of special events. For instance, the Westgate Foundation has implemented a program to promote parental involvement by helping convert the school’s Parent Teacher Association (PTA) into a new organization named Parents Taking Responsibility (PTR). The PTR is focused on improving communication and interaction between parents, teachers, administrators and students. Because of Westgate’s dedication to this initiative, Westgate Resorts was recently honored by Orange County Public Schools as an Outstanding Community Partner. “…Thank you so much for your generosity in providing dinner for Oak Ridge High School Cultural Chat N Chew. We had over two hundred parents and students in attendance, and it was a positive and exciting celebration. Thanks to your contribution, our event was a great success…” - Maxine Risper, Principal Oak Ridge High School “…On the behalf of our Principal, Ms. Risper, the administration, faculty, staff, and students, we would like to thank you for your participation in this year’s Freshman pre-planning activities. Your generosity has allowed us to successfully welcome our new and veteran teachers and freshman students to Oak Ridge High School. It’s your commitment and dedication shown to our school and community that is sincerely appreciated…” - Mr. Nash, Assistant Principal Oak Ridge High School Oak Ridge High School Boardof Directors Westgate Resorts Foundation Board of Directors David A. Siegel- President Dave Crabtree Tom Dugan Jim Gissy Jean MacNeal Crisa Marder Barry Siegel Jacqueline Siegel Richard Siegel Steve Siegel Karen Waltrip Mark Waltrip Board of Directors Westgate Resorts Foundation Staff Allan Chernoff...Executive Director Ellen Tatich...Manager Kevin Watson...Manager Key Team Members: Niquelle Sahoury Elizabeth Sein Nani Roman Jean MacNeal Maria Elaina Santiago Special Thanks to: Food and Beverage Department Creative Design Department Corporate and Tax Accounting Departments Cash Management and Payroll Departments Purchasing and Logistics Operations Department Resort Operations Team Mystery Fun House Staff Team Captains Grant Review Committee Scholarship Committee All-Star Revue Committee Foundation Staff “We make a living by what we get, we make a life by what we give.” -Winston Churchill A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE WESTGATE RESORTS FOUNDATION IS A REGISTERED 501(C)(3) CHARITABLE ORGANIZATION. REGISTRATION # CH 18817/# 18811 Orlando, FL • Miami Beach, FL • River Ranch, FL • Daytona Beach, FL Park City, UT • Gatlinburg, TN • Las Vegas, NV • Branson, MO • Williamsburg, VA Tunica, MS • Mesa, AZ • Myrtle Beach, SC • Springfield, MO • Knoxville, TN WGF-44794
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2006 Annual Report - Westgate Resorts Foundation
leader in the Central Florida business and philanthropic communities.