2015 annual report - NeighborWorks Pocatello
Transcription
2015 annual report - NeighborWorks Pocatello
2015 ANNUAL RE PORT MISSION STATEMENT NeighborWorks® Pocatello is a progressive alliance between residents, business, and government that revitalizes targeted areas by promoting affordable housing and community pride through the establishment of healthy neighborhoods. Cover Photo: Pocatello Mayor Brian Blad taking part in 2015 National NeighborWorks® Week festivities in June at Caldwell Park. See story on page 3. M ESSAG E FRO M BOA R D P R E SI D E N T & EXECUT I V E D I R E C TO R Thank you for taking the time to read through this report and for attending our annual meeting if you were able to do so. It continues to be an honor for us to serve you in our capacities and to be affiliated with such a dynamic team of people. NeighborWorks® Pocatello is a very broad organization that helps uplift the community in so many different ways. It is the only organization in the area with the specific purpose of revitalizing the central neighborhoods of Pocatello. This has been a year of many accomplishments - none of which would have taken place without the dedication of our board of directors, the staff and the countless volunteers who serve on our committees and in other capacities. We kicked the year off with several impactful initiatives. One that stands out is our campaign to market the Old Town Neighborhood. The decision was made by our Marketing Steering Committee (which is primarily made up of Old Town residents) to divide this very large area into five sub-neighborhoods. When all was said and done, five sub-neighborhoods were carved out and given the names of City Creek, Riverview, Old Town, Foothill and Heritage Railroad Neighborhoods – all falling within the umbrella of the “Neighborhoods of Historic Old Town”. Thanks to some help from a professional graphic artist, new logos were created for each neighborhood, kick-off events were held over the summer and several new residents are now involved. There is a great “buzz” going on in the Neighborhoods of Historic Old Town and we’re glad we can be a part of it! Another new initiative that got underway during the past year was the Front Porch Project, which was established by the Community Leadership (CLI) Institute Team members who attended some leadership training in Cincinnati, OH a few months ago. The Front Porch Project is a series of three or more dinner meetings that take place in a “host” resident home and is often capped off with some kind of small project or undertaking that helps elevate the immediate neighborhood. The meetings are smaller and more intimate and include residents who live within a block or two of the host’s home. One key building block in making our neighborhoods stronger is for residents to simply get to know and watch out for one another. Front Porch Project meetings have taken place in nearly all of our neighborhoods this past year. It is great to see the momentum building. If you would like to host a Front Porch Project at your home, please contact our office at 232-9468. Yet another undertaking we are facilitating is the creation of a neighborhood conditions map for all of Pocatello. There are over 20,000 households in the city and the outside of each home will be assessed for its overall condition. So far, we’ve had several volunteer or neighborhood groups take part in the assessments with over 4,000 already completed. Volunteers completing the assessments are able to download and use an app on their Smartphones called “See-Click-Fix”, which makes assessments happen more quickly and efficiently. Much assistance and technical support has also come from Idaho State University’s Political Science Department. This is certainly an ambitious project, but it is one that will help us focus on uplifting areas of the city where we may have the greatest impact and will assist us with valuable data, which helps us better secure resources. It has been exactly one year since we dedicated the NeighborWorks® Pavilion at Caldwell Park. We raised $130,000 to complete the construction and landscaping of the beautiful new neighborhood amenity. It has been gratifying to see all the activity taking place there, including concerts, neighborhood gatherings, family events, the City’s Environmental Fair and of course our Pay it Forward Barbeque during National NeighborWorks® Week. We’ve received so much positive feedback about the new pavilion and it’s something we hope you are excited about! We could go on and on with how we are bringing initiatives or projects to the table to help elevate the community, but our biggest satisfaction is working with so many talented volunteers and community partners and viewing the positive change we are making to our neighborhoods. If you have any input on what we are doing what you’d like to see us doing more of, feel free to contact either of us. We always appreciate your input. Mari Tusch, Board President Mark Dahlquist, Executive Director During NeighborWorks Week, NeighborWorks® America and its network of local organizations mobilizes thousands of volunteers, businesspeople, neighbors and friends in a week of neighborhood change and awareness. During the first week in June, NeighborWorks® Pocatello joined in the effort by facilitating its second annual pay it forward barbeque and potted plant giveaway at the Pavilion at Caldwell Park. Hundreds of used planter boxes and pots were collected by the organization then brought back to life with petunias and other annual flowers. The flower arrangements were then distributed to residents who filled out a “Pay It Forward” pledge card that included a promise to perform one task that helped a fellow neighbor or helped improve the quality of life of their respective neighborhood. The week concluded with the painting of NeighborWorks Pocatello home in the Old Town Neighborhood by Idaho Central Credit Union employees Revitalizing the Heart of Pocatello, One Neighborhood at a Time! BONNEVILLE NEIGHB O RHO O D: Through its assets of diversity, inclusion and resourcefulness, the residents here create an environment of loyalty and trust where neighbors can experience friendship, suppor t and empowerment. For more information, contact Julia Farrell at (208)234-0334. I love liv ing in the Bo nnevi l l e Neighbo r ho o d fo r many re aso ns… . I ts w it hin wal k i ng di stance to IS U, my ho me i s o nly five m i nut e s from w ork , my neighbo r s are great, no two ho mes are al i ke and I love the mature trees and landscaping. -Jo Evans , Bo nneville N e i ghbo rho o d R e si de nt N E I G HB O R H OODS OF H ISTOR IC O LD TOWN: For people who want a healthy, active lifestyle , in a downtown location, the neighborhoo ds of Historic Old Town Pocatello are a gateway to a unique mix of urban vibe , outdoor recreation, and eclectic dining and shopping – all in a walkable community with friendly neighbors. Old Town: The place to be , the life to live! For more information, contact Chanel Quirk at (208)206-9999. I l ove l i v i n g i n Old Tow n becaus e it I S the place to be . There i s a c or n u c op i a of activities t o p ar t icip ate in, so I’ m neve r b o re d . I a l so l ov e t he his tor y and arc hi te cture that make up t h e n e i g h b o r h o od. Pay c los e attention because this are a is de fi ni te l y up and coming! -J oel Mingura, Old Town N e i ghbo rho o d Resident W H IT T IER NEIGHBO RHO O D: Keeping the Whittier Neighborhood on track by bringin g together residents and businesses to increase the pride , safety, and beauty of the neighborhood. Being the west neighbors of Idaho State University, this neighborhood is home to several hundred ISU students and is home to the Historic Warehouse District. If you have eclectic taste , come visit. You won’t want to leave! For more information about membership, please contact Lisa Smith at (208)232-9468. I daho St ate Unive r si ty is so c lo se and o ur ho use is near R o ss Par k , w here w e love to wal k and l e t o ur k i ds pl ay. -Mic hael and Lauren Alvo rd, Whi tti e r Neighbo r ho o d Res id en t s LE WI S & C L AR K NEIG H BOR H OOD: You can’t get more central than the Lewis & Clark Neighborhood. This area made up a large par t of the old City of Alameda, which was incorporated into Pocatello in 1962. The move make this neighborhood the center of the Pocatello/Chubbuck community. Neighborhood traditions abound in the Lewis & Clark Neighborhood. For more information, contact Analee Lish at (208)223-5271. T h e p e op l e i n my neig hborhood are ver y fr iendly and i t is c o nve n i e n t l y l o cated near s everal s t ores and downtown. I al so e n j oy t h e t ra c k near L ew is & C lark Sc ho o l and the ni ce i mprove ments the c i t y h a s m a d e t o Alam eda Road. D oyle L iving s ton, L ewi s & Clark N e i ghbo rho o d Re si de nt COL L EGE NEIGHBO RHO O D: This neighborhood and its tree-lined streets is made up of several charming and historic homes and is located adjacent to the ISU Campus. The missi on of the College Neighborhood Association is to encourage the preser vation and integrity of its historic homes and neighborhood, monitor neighborhood issues, enhance safety and security for neighbors, build long-term residency, promote volunteer activism and build a sense of community by bringing neighbors together. For membership information, contact Ron Hatzenbuehler at (208)232-6998 or Jerr y Myers at (208)232-3741. I love t he atm os p here o f the Co l l e ge N e i ghbo rho o d: the o l d uniqu e ho m e s , t he m at ure beautiful trees and lovingl y manicured yards and the safe and fr iendly feeling I have when I wal k the ne i ghbo rho o d. -Teena Rho ads , Co llege Neighbo r ho o d Resi de nt ALA M E DA N EIG H BOR H OOD: With a mix of frontier stock, energetic residents and enthusiastic youth, the Alameda Neighborhood seeks to establish an environment of growth whe re all residents, businesses and visitors can par ticipate in a changing neighborhood filled with beauty and oppor tunity. For membership information, contact Shawna Engen at (208)232-9468. We l ov e ou r n e i ghborhood becaus e there are lo ts o f k ids to pl ay wi t h a n d p l e n t y of room t o p lay. We like pl aying “K i c k , Throw and P u n t ” a n d h i d e and s eek w ith all the c hildre n. We have gre at n e i ghb o r s a n d a g reat neig hborhood to grow up i n. Bent ley, Bro di e & Jac k so n Westwo o d MISSION STATEMENT NeighborWorks Pocatello is a progressive alliance between residents, business, and government that revitalizes targeted areas by promoting affordable housing and community pride through the establishment of healthy neighborhoods. ® C U RB APPEAL AWARD NeighborWorks® Pocatello recently introduced a program to recognize property owners living in the Old Town, Whittier, College, Bonneville,Alameda and Lewis & Clark Neighborhoods who do a particularly great job of landscaping around their homes. It is called the “Curb Appeal Award”. The first round of winners was announced in September. The inaugural winners were Steve & Tina Terrace at 517 S. Arthur, L.D. Wolfley at 208 S. 6th, Brandon & Cynthia Tennant at 416 N. 11th, Linda Paris at 645 W. Cedar and Ruby Schulthies at 773 Willard. L.D.Wolfley, who owns a home in the College Neighborhood, was one of the Curb Appeal Award winners for 2015. This program will continue during the spring and summer months of 2016. Residents who know of a property owner in one of the NWP targeted neighborhoods with a “green thumb” who goes out of their way to add to the beauty of their home are asked to make a nomination (or nominate themselves). Beginning in May of 2016, the nomination process will open back up. Nominations can be made via the NWP website at www.nwpocatello.org. NWP recognizes the winners with a sign in their front which is displayed for approximately three weeks and are given a $25 gift card from a Pinehurst Floral and Greenhouse and a special recognition certificate. All nominees, even if not selected for the grand prize award, will be sent an acknowledgment letter. Thank you Curb Appeal Award winners and nominees for helping our neighborhoods look great! NEIGHBORWORKS® POCATELLO SERVICES AT A GLANCE Affordable “Infill” Housing – NeighborWorks® Pocatello (NWP) is an affordable housing developer and a certified Community Housing Development Organization (CDDO). The organization has constructed and sold over 140 affordable homes in the last 22 years exclusively in central Pocatello neighborhoods, which has the dual purpose of helping with neighborhood revitalization efforts. Home Improvement Loan – This program is made available to residents of the community who need to fix their homes up but don’t qualify or have the financial means to secure financing from a private lender. Home owners are assisted from start to finish, including home inspection, scope of work, securing of contractors and providing financing based on ability to pay. Thanks to a partnership with the Housing Authority of the City of Pocatello, a similar loan program is offered to landlords who need to fix up their rental properties. Down Payment Assistance Loan - NeighborWorks® Pocatello provides down payment and closing cost assistance to first time home buyers. Many times, this secondary loan program provides the needed “gap” financing to make the sale of a home occur. Home Buyer Education – The FinallyHome!® Home Buyer Education class is designed to address the problems and questions of the unprepared and inexperienced first time home buyer. Participants go from initial investigation of “Can and do I want to become a home owner?” on through “How do I maintain this important investment?” Post Purchase Education – The “Essentials of Homeownership” class is geared to existing home owners who have either already purchased a home or received a home improvement or down payment assistance loan. The class focuses on educating buyers about living in a “healthy” home, proper maintenance, as well as financial preparedness and good budgeting practices. Default Mortgage Counseling – This type of counseling is offered to Southeast Idaho residents who are at risk of losing their homes to foreclosure. The NWP housing counselor facilitates the counseling that is certified by the NeighborWorks® Center for Homeownership Education and Counseling (NCHEC). The objective of the default mortgage counseling is to stop home owners from losing their homes to foreclosure before it is too late. Reverse Mortgage Counseling – NWP is just one of two certified Home Equity Conversion Mortgage (Reverse Mortgage) counseling agencies in the State of Idaho. NWP provides the required “third-party” counseling for senior citizens who are considering a reverse mortgage and need some valuable knowledge to make the decision that is best for them. Lawn & Garden Tool Lending Library – For residents who need help maintaining their landscaping but can’t afford things like lawn mowers, weed trimmers, tillers, rakes, shovels, etc., NWP offers a low cost tool lending service. The organization also has a mobile tool trailer (fully stocked with tools) to groups who want to participate in bigger cleanup projects. The Tool Lending Library and Mobile Tool Trailer was funded by several generous grants from the Ifft Foundation. F RO N T POR CH PROJECT PROMOTES PO S ITIVE N E I G HB O R H OOD CH A N G E In October of 2014, a group of 8 Pocatello residents travelled to Cincinnati, Ohio for NeighborWorks® America’s Community Leadership Institute. This CLI Team came back with an idea for a series of dinners, held between neighbors, to help develop the relationships necessary for neighborhood improvement. The team aptly named it the “Front Porch Project” in honor of the days when people sat on their front porches and interacted with their neighbors. The group received a grant from NeighborWorks® America to implement their project, and they partnered with Ridley’s Family Markets to help provide the food. At the dinners, neighbors learn where their neighbors are from, their idea of an ideal neighborhood, and they are also provided with a space to identify some problems in their neighborhood that they would like to see resolved. Depending on the desires of the group, a solution to a problem is also discussed and implemented. Once a host for the series is identified the CLI team assigns a lead facilitator and note taker for the series. These individuals support the host in setting up the dinners and facilitate the discussion so that the host can participate with their neighbors. To date, there have been three complete dinner Front Porch Projects, two are in progress, and two are slated to start later this year. The results from this project can already be seen. At one of the Front Porch Projects, neighbors came together and decided to help a neighbor who had been struggling recently to maintain their property. When they approached the neighbor to discuss the idea, the woman was so moved that she began to cry. Circumstances had been difficult for her family, and the offer of help from her neighbors meant a lot. Residents from the College Neighborhood demonstrate that “being a good neighbor works” by helping a fellow neighbor catch up with some much needed maintenance on the outside of their property. The Front Porch Project group spoke with the homeowners to determine what needed done, a date was selected, and the NeighborWorks Pocatello tool trailer was delivered (providing the tools needed for the cleanup). The day of the cleanup, the group was approached by other neighbors—who had not attended the Front Porch Project—who wanted to help. Speaking of the experience College Neighborhood resident Teena Rhoads said, “this brought the neighborhood together in a way we had not done before. It was actually a lot of fun and our neighbors were so grateful for the help”. It is expected that the Front Porch Project will produce similar results in the months to come. B OARD O F DIREC TO RS MEMB E RS STA F F Mark Dahlquist, Executive Director Shawna Engen, Chief Financial Officer Rodger Sealey, Construction Manager Lisa Smith, Community Engagement Coordinator Heather Pimentel, Loan Officer/Housing Counselor Penny Douglass, Administrative Assistant David Stahlecker, Property Manager/Construction Assistant President: Mary Tusch, Alliance Title & Escrow Corp. Vice President: Robert Richway, ON Semiconductor Secretary: Teena Rhoads, College Neighborhood Resident Treasurer: Rich Garvin, Old Town Neighborhood Resident Past President: Sarah Jackson, College Neighborhood Resident Board Members: Dale Reavis, A&E Engineering Sharolyn Belzer,Whittier Neighborhood Resident Tracy Martin, Alameda Neighborhood Resident Larry Bell, Bank of Idaho Chanel Quirk, Old Town Neighborhood Resident Julia Farrell, Bonnevile Neighborhood Resident Michael Orr, Pocatello City Council OU R CON TR I BU TO R S & D ONATO R S HOMESTEAD CLUB Up to $99 AmeriTitle Ann Swanson Bonita Dahlquist Brett Harris Calynn Combs Carpets Plus Color Tile Cass Fonnesbeck Catherine Kriloff Cathy Wright Chanel Quirk Cherie Christensen Chris Evans Cindy Peterson Clifford Bryan & Rita Scott Dan Diehl David & Stella Sandquist David Christensen David Nichalson Dave Packer Debbie Brady Deborah Hanson Deborah Brown Ed Tierney Elaine Tobias Elmer’s Pancake & Steak House Eric Kingston Final Touch Painting Franklin Building Supply Gary Seymour Gene & LeeAnn Dutton Glenn Alford Hannah Sanger Harvey Mullinix Helen Misner Howard Burnett Ivan Madsen Jane Pavek Jean Hanson Jed Crowder Jerry VanSickle Jim Johnston Jo Evans Joan & John Cluett Johnny Hill Julie Stone Kim Weber Lance & Karen Bethke Lance Kolbet Linda Ellis Linda Hill Marjane Dolsen Martha & Michael Moldenhauer Melanie & Ed Gygli Melinda Obray Michael Alvord Michael Orr Michael Reece Mike & Thais Ayre Monte & Farhana Hibbert Murial Roberts Patrick Lang Paul Stice Pauline Holmes Penny Douglass Raymond Lappan Reese Price Regina Masak Rhonda D’Amico Rich Derie Richard Stallings Robert & Carolyn Meline Robert McCullum Robert Tokle Ron Howell Sallee Gasser Sarah Leeds Shane Tuscher Sharolyn Belzer Sharon Price Shelli Jones Shelly Martsch Shirley Little Stacie Shouse Stan Harmon Ted Booth Stephen & Teena Rhoads Teresa Chisholm Tom & Brooke Potter Tracy Bixby Tracy Martin Murdock Family Valorie Watkins Veneta Wellard Vicki Ingelstrom-Miller Virginia Barnett Wes Crook William Brydon Bank of Idaho Citizens Community Bank Dale & Holly Reavis Dorsey Hill JR Simplot Foundation Zions Bank COTTAGE CLUB MANSION CLUB $100 to $499 Mark & Sheila Dahlquist Pioneer Title CHATEAU CLUB $1,000 to $2,499 $2,500 to $9,999 Bannock County Air Exchange Technologies Idaho Central Credit Union Alan & Bonnie Frantz Ifft Foundation Fund in the Arlene Evans Idaho Community Foundation Arlo Luke KeyBank Bob Kimber Intermountain Gas David Maguire US Bank Dick & Ann Carroll Washington Federal DL Evans Bank Tim & Sheri Forhan Family CASTLE CLUB Ireland Bank $10,000 + John Fornarotto Home Partnership Foundation Judy Harveston (Avenues for Hope) Kruse Insurance Wells Fargo Larry & Julia Farrell Larry & Kathy Bell Mari Tusch Peg Hudson Melissa Raschke Merrill & Merrill Paul & Judy Yochum Rich Garvin Robert Richway Ron Dykman Sarah Jackson Scott Watson Shawna Engen Pictured is Executive Director Mark Stephen Weeg Dahlquist accepting a check for $30,512.07 from Gerald Hunter, Westmark Credit Union LODGE CLUB $500 to $999 Fred Meyer Foundation President and CEO of Idaho Housing and Finance. NeighborWorks® Pocatello captured second place in the Home Partnership Foundation’s Avenues for Hope Campaign this past year. CONSO L IDAT E D S TAT E ME N T OF F I N A N C I AL P OS I T IO N DECEMBER 31, 2014 WITH COMPARATIVE TOTALS AT DECEMBER 31, 2013 2012 2013 A SSE T S CURRENT ASSETS Cash Restricted cash Prepaid expenses Accounts receivable Employee receivable Interfund loan receivable - current portion Grants receivable Property inventory Current portion of loans receivable Total Current assets 854,331 103,382 5,607 786 7,124 258,831 482,744 63,706 1,776,511 1,188,077 106,175 7,319 34,659 576 5,470 42,704 522,008 67,703 1,974,691 FIXED ASSETS - net of depreciation 3,591,356 3,693,200 OTHER ASSETS Loans receivable - net of current portion Interfund loan receivable - net of current portion Intangible assets - net of amortization Total Other assets 2,151,217 109,574 19,760 2,280,551 2,016,260 102,523 20,800 2,139,583 TOTAL ASSETS 7,648,418 7,807,474 35,986 7,442 7,124 9,564 235 20,144 27,500 244,441 42,054 11,268 61,850 467,608 33,581 101,760 5,470 9,233 68,311 17,908 25,000 508,104 37,465 9,465 45,646 861,940 LONG-TERM DEBT Deferred revenue - net of current portion Interfund note payable - net of current portion Notes payable - net of current portion Mortgage payable - net of current portion Total Long-term debt 68,236 109,574 1,052,359 1,190,797 2,420,966 14,190 102,523 1,115,864 1,229,919 2,462,496 NET ASSETS Unrestricted net assets Temporarily restricted Permanently restricted Total Net assets 2,082,847 916,986 1,760,011 4,759,844 2,037,300 528,373 2,006,188 4,571,861 TOTAL LIABILITIES AND NET ASSETS 7,648,418 7,807,474 L I A B I L I T I E S & N E T A S SETS CURRENT LIABILITIES Accounts payable Interest payable Interfund not payable - current portion Salaries payable Deferred Revenue - current portion Accrued compensation Asset management fee payable Current portion of long-tern debt Current portion of mortgage payable Tenant deposits Construction in progress Total Current liabilities CONSO L IDAT E D S TAT E ME N T OF AC T I V I T I E S DECEMBER 31, 2014 WITH COMPARATIVE TOTALS AT DECEMBER 31, 2013 SUPPORT & REVENUE Contribution Governmental grants Neighborhood reinvestment Expendable grants Capital grants Investment return Application fees and other Rental income Gain (Loss) on sale of property Net assets released from restriction TOTAL SUPPORT & REVENUE Te m p o r a r i ly R e s t r i ct e d Pe r m a n e n t ly R e s t r i ct e d 74,086 108,575 406,132 - 9,249 100,72793, 413,772 26,236 168,935 1,001,262 116,900 105,000 1,665 U n re s t r i ct e d To t a l 2014 Tot al 2013 79,671 153,905 119,745 160,000 53,299 112,165 451,422 2,546 1,132,753 7,905 28,365 19,706 (168,935) 410,073 106,665 74,086 514,707 116,900 105,000 18,819 129,092 433,478 26,236 1,418,318 - - 458,414 309,672 - EXPENSES Supporting services Management and general 458,414 Housing and business projects Eagles Restoration, LLP 79,886 Spirit of Hope Elk Creek Apartments 484,512 Program services Community development block grants 26,516 Community development Financial Institution Neighborhood reinvestment 116,900 CHDO 26,509 TOTAL EXPENSES 1,192,737 18,978 - - 79,886 18,978 484,512 70,294 18,391 507,936 2,482 21,460 26,997 26,997 26,516 116,900 26,509 1,211,715 38,453 1,422 119,745 44,627 1,110,540 CHANGE IN NET ASSETS (191,475) 388,613 79,668 276,806 22,213 BEGINNING NET ASSETS 1,948,477 528,373 2,006,188 4,483,038 4,512,724 RELEASE OF CAPITAL 32,845 - (325,845) ENDING NET ASSETS 2,082,847 $916,986 1,760,011 (51,899) 4,759,844 Wells Fargo was the recipient of NeighborWorks® Pocatello’s 2015 Business Partner of the Year Award. NeighborWorks® Pocatello greatly appreciates the long lasting partnership it has with Wells Fargo, which traces back to the organization’s inception in 1993 and is grateful to have active participation from several of its local dedicated employees. Pictured is Executive Director Mark Dahlquist accepting a $10,000 check from the Wells Fargo’s local management team in 2015. 4,483,038