2015 Annual Report - Community Foundation of North Central
Transcription
2015 Annual Report - Community Foundation of North Central
Gratitude 2015 Annual Report 2015 ANNUAL REPORT | WWW.CFNCW.ORG Board of Trustees, Legal Counsel, and Staff as of July 1, 2014 - June 30, 2015 VICE CHAIR VICE CHAIR Katie Kavanaugh Pauly Ken Marson Community Volunteer Marson & Marson Lumber, Inc. Claudia DeRobles Cashmere Valley Bank Mary Lou Johnson Community Volunteer Ron Skagen Douglas County PUD Darci Waterman WA State Apple Blossom Festival Elmira Forner WA State Transportation Commission SECRETARY/TREASURER Diane Carson Gil Sparks CrunchPak Ogden Murphy Wallace Jane Gilbertson Retired Attorney Hank Manriquez Leavenworth Chamber of Commerce,Cascade Farmland Association Danielle Marchant Johnson Gaukroger Smith & Marchant PS Mike Stancil Mark Spurgeon Port of Douglas County VitaGreen LLC Anne White Community Volunteer 2015 ANNUAL REPORT | WWW.CFNCW.ORG Craig Homchick, CPA Homchick Smith & Associates Steve Robinson Pybus Public Market Mike Steele Lake Chelan Chamber of Commerce Legal Counsel Russel J. Speidel Speidel Law Firm Staff Bart Clennon Clennon and Associates, Inc. Lisa Day Lisa Day Real Estate Deoborah Hartl Sleeping Lady Resort Ken Jackson Orchardist Peter Rutherford MD Confluence Health Kris Taylor Stiefel Nicolaus Eliot Scull MD Retired Physician Peter Valaas MD Retired Anesthesiologist Judy Cleveland, CPA/Controller Lila Edlund, Director of Administration Jennifer Dolge, Director of Donor Services & Communications Denise Sorom, Director of Community Philanthropy Beth Stipe, Executive Director Gratitude Your gifts to the Community Foundation of NCW are shaping communities and improving our quality of life in many ways. Some of you are supporting art and music opportunities so that all citizens have a chance to be moved by a live performance, enjoy community art, or see a child learn an instrument. Some of you are helping people in need - sheltering our homeless, bringing care to our seniors, feeding the hungry, and helping fire victims recover. Some of you are protecting our environment by stewarding public lands, reducing waste, and rescuing abandoned, helpless animals. Some of you are helping to improve education opportunities for our youth, from preschool to high school to college. But all of you are making a difference. You are the Community Foundation. Thank you for investing in your community for good - for ever. 2015 ANNUAL REPORT | WWW.CFNCW.ORG Your Investment Financial Statement July 1, 2014 - June 30, 2015 Millions Unrestricted 10% Scholarship 14% $50 HOW OUR ASSETS ARE DISTRIBUTED BY FUND TYPE Agency 45% $40 $30 $20 Designated 12% $10 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 CRUT/Gift Annuities 2% 1990 $0 1988 Field of Interest 4% 1989 Fiscal Sponsorship 1% Asset Growth $60 Donor Advised 12% ASSETS Cash Receivables and prepaid expenses Investments at market value Property and equipment, at cost, net of accumulated depreciation Property held for sale TOTAL ASSETS REVENUES, GAINS, OTHER SUPPORT Gross Contributions Less agency fund support contributions Net Investment income Other income (expenses) TOTAL REVENUES LIABILITIES AND NET ASSETS $1,643,173 $15,163 $62,568,297 $452,515 $0 $64,679,148 $8,832,126 ($4,249,019) $1,225,237 ($82,162) $5,726,182 EXPENSES Grants and Scholarships Less Agency Fund Grants Administrative TOTAL EXPENSES $4,709,643 ($1,645,226) $491,798 $3,556,215 Increase (decrease) in Net Assets Net Assets, beginning of year Net Assets, end of year $2,169,967 $32,042,341 $34,212,308 2015 ANNUAL REPORT | WWW.CFNCW.ORG Liabilities Grants and accounts payable Funds held as agency endowments Unitrust and annuity obligations TOTAL LIABILITIES $542,144 $28,378,994 $1,545,702 $30,466,840 Net Assets - Unrestricted General/Administrative Donor Advised TOTAL UNRESTRICTED $6,189,838 $7,313,553 $13,503,391 Net Assets - Temporarily Restricted Charitable Unitrusts and Gift Annuities Designated Scholarship Field of Interest Fiscal Sponsorships TOTAL TEMPORARILY RESTRICTED TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS $1,004,849 $7,680,418 $8,988,206 $2,739,896 $295,548 $20,708,917 $34,212,308 $64,679,148 ASSETS MANAGED BY: American Funds; Badgley, Phelps & Bell, Inc.; Dodge & Cox; Loomis-Sayles, DFA; Pimco Funds; Thornburg; Stifel Nicolaus; Vanguard; T Rowe Price INDEPENDENT AUDITOR: Cordell Neher & Company, LLC Your Gifts at Work How Community Foundation Grants Are Awarded Through many types of funds established by your gifts, the Community Foundation awards grants to support nonprofit agencies in North Central Washington and beyond. The Community Grants Program is comprised of competitive grants that provide nonprofit agencies in Chelan, Douglas, and Okanogan county the opportunity to seek funding to support charitable work in their community. This is often the only source of grant funding available to many nonprofits in our region. Designated Funds Provide annual, recurring gifts to one or more nonprofit organization, church, or public agency that the donor wishes to support. Donor Advised Funds Like a “charitable checking account”, donors can give to any nonprofit organization, church, or public agency anytime they want. Typically Donor Advised Funds respond to needs in the community and/or support causes the donor cares about. Field of Interest Funds Donors who choose to support a specific area of interest - such as education, environment, or the arts - choose a field of interest and allow the Community Foundation to choose the grant recipients. Methow Valley Fund Gifts to the Methow Valley Fund support an annual competitive grant program that provides funding to nonprofit organizations whose work dedicated to the Methow Valley. For Good, For Ever Fund Unrestricted gifts to this fund support the Regional Impact Grant program, a competitive grant available to nonprofits in Chelan, Douglas and Okanogan counties. In addition to grantmaking, gifts to this fund support the Nonprofit Practices Institute. Total Grants Awarded 2013 2014 2015 $1,516,615 $1,263,382 $2,612,290 2015 ANNUAL REPORT | WWW.CFNCW.ORG Apple Hill Art Camp Serving over 250 youth each summer in Okanogan County, the Apple Hill Art Camp provides art instruction in a county where art is not a part of the regular school curriculum. This program exposes children to various mediums of art including painting, sculpture, and textile projects. Their grant helped to support a new leadership teaching program where older students have an opportunity to teach classes to younger students and learn how to manage the camp. The camp is only $5 day and is taught by professional artists. Scholarships are available for students who are unable to pay Green Okanogan Recycling is not a service provided to many Okanogan County residents. Green Okanogan is an all-volunteer recycling center in Tonasket, that provides recycling services for Tonasket and nearby communities. GO is innovative with their partnerships: their cardboard buyer recycles material into apple trays; they store firewood for the Fire Relief and Recovery Network; and they work with Okanogan Community Action Council to turn shipping containers into living spaces for homeless vets. Through a grant from the foundation, they were able to purchase a forklift to move large pallets of recycled material - a very important asset in managing recycled goods! Diversity Justice Day for Youth Established in 2007, Diversity Justice Day for Youth is an annual event in Wenatchee that reaches out to local minority students seeking careers in the law and justice system. Nearly 300 students attend to participate in interactive sessions with law enforcement officers, lawyers, judges, correction and probation officers, legal clerks, and other law and justice careers. A grant from the foundation helped provide funds for the organization’s first scholarship that will be awarded to a senior attending the event. 2015 ANNUAL REPORT | WWW.CFNCW.ORG Grantmaking All grants awarded from Community Foundation funds WHERE OUR GRANTS GO Health & Human Services 14% WHERE OUR GRANTS COME FROM Arts & Culture 4% Fiscal Sponsorships 1% Environment & Animal Protection 4% Community Service & Social Benefit 41% Education & Youth Development 36% Arts & Culture $47,304 •Art on the Avenues •Cascadia, The Methow Music Association •Chelan County Historical Society •Confluence Gallery and Arts Center •Douglas County Historical Society •Icicle Arts •Icicle Creek Center for the Arts •Lake Chelan Bach Fest •Leavenworth Summer Theater •Methow Arts Alliance •Methow Chamber Music Festival •Methow Music Festival Association •Music Theatre of Wenatchee •Numerica Performing Arts Center •Omak Performing Arts Center •Quincy Valley Historical Society •Robert Graves Gallery •Shafer Historical Museum •The Merc Playhouse •The Piatigorsky Foundation •Upper Valley Museum •Wenatchee Valley Museum and Cultural Center •Wenatchee Valley Symphony Orchestra •Write On The River Unrestricted (Competitive Grants) 15% Designated Funds 16% Field of Interest Funds 9% Donor Advised Funds 60% Community Service / Social Benefit $456,457 •American Bible Society •Brethren Baptist Church of Wenatchee •Calvary Crossroads Church •Camp Cross Outdoor Ministry •Cardinal Newman Society •Carlton Complex Long Term Recovery Group •Chelan County Fair •Chelan County Fire District 5 •Chelan County Sheriff •Chelan-Douglas Community Action Council •Chelan-Douglas County Volunteer Attorney Services •City of Coulee City •City of Wenatchee •Cor Christi Academy •Crudem Foundation •Denver Justice & Peace Committee •Divine Child Institute, Inc. •Douglas County Cemetery District #2 •East Wenatchee Rotary •First United Methodist Church •Grace City Church •Grace Lutheran Church •Healing The Culture 2015 ANNUAL REPORT | WWW.CFNCW.ORG •Initiative for Rural Innovation and Stewardship (IRIS) •Jubilee REACH Center •Junior Service League of Wenatchee •KCTS •Lake Chelan Community Services Council •Lake Chelan Rotary Community & International Fund •Leavenworth Community United Methodist Church •Leavenworth Rotary Club •Lighthouse Christian Ministries •Master Gardener’s Association of Chelan County WSU •Methow Valley Citizens Council •More To Life •Moses Lake Christian Academy •NCW Business Loan Fund •NCW Economic Development District •Ohme Gardens Friends Society •Okanogan Omak Rotary Club •Order of Malta, Western States •Oroville Senior Citizens •Pateros Community Church •Project Linus •Pybus Market Charitable Foundation •Quincy Free Methodist Church •Rotary First Harvest •Saddlerock Evangelical Presbyterian Church •St. Andrew’s Episcopal Church •St. Labre Indian School •St. Luke’s Episcopal Church •Thomas More Society •Together For Drug Free Youth •Town of Waterville •TwispWorks Foundation •United Way of Chelan & Douglas Counties •Valley Teen Center •Washington State University / NWPR •Washington’s National Park Fund •Waterville Federated Church •Wenatchee Central Lions Club •Wenatchee Downtown Kiwanis •Wenatchee Free Methodist Church •Wenatchee North Rotary Club •Wenatchee Police Dept. / City of Wenatchee •Wenatchee Rotary Foundation, Inc. •Wenatchee Sunrise Rotary •Wenatchee Valley Dispute Resolution Center •Wenatchee Valley Senior Center •Winthrop Kiwanis Foundation 2015 ANNUAL REPORT | WWW.CFNCW.ORG Education $345,267 •Albion College •Augustana College •Bridgeport School District #75 •Cascade Education Foundation •Cascade School District •Cashmere School District •Central Asia Institute •Cooperative for Education •Eastern Washington University •Eastmont School District •Ephrata School District •Kingswood-Oxford School •LCC International Fund, Inc. •Little Star Montessori School •Manson School District 19 •Methow Valley Community School •Methow Valley School District •North Central ESD Educational Foundation •Okanogan School District •Pacific Lutheran University •Pateros School District •Sterling Intermediate School •The Leadership Institute •Tonasket School District •Trinity University •Tulane University School of Medicine •University of Washington Foundation •Washington Apple Education Foundation •Wenatchee School District •Wenatchee Valley College •Wenatchee Valley College - Omak •Wenatchee Valley College Foundation •Western Washington University Foundation •Whitman College •Yale Alumni Fund Environment / Animal Protection $48,200 •Buckner Homestead Heritage Foundation •Cascade Columbia Fisheries Enhancement Group •Cascadia Conservation District •Chelan-Douglas Land Trust •Chumstick Wildfire Stewardship Coalition / NCW RC&D •Columbia Breaks Fire Interpretive Center •Green Okanogan •Leavenworth Ski Hill Heritage Foundation •Methow Field Institute •Methow Recycles •Okanogan Conservation District •Okanogan Land Trust •South Central Washington Resource Conservation and Development Council •The Trust for Public Land •Trusting Spirit Horse Rescue •Washington Association of Land Trusts •Washington Wildlife and Recreation Coalition •Wenatchee Valley Humane Society, Inc. Health & Human Service $156,928 •Aero Methow Rescue Service •American Himalayan Foundation •American Red Cross •American Red Cross - Apple Valley Chapter •Cancer Care of NCW, Inc. •Central Washington Hospital Foundation •Chelan County Mountain Rescue •Chelan Douglas Child Services Association •Chelan-Douglas CASA •Chelan-Douglas Health District •Chelan Valley Hope •Children’s Home Society of Washington •Complete the Loop Coalition •Dads MOVE •Doctors Without Borders •Douglas County Hospital District #2 •Entiat Valley Community Services Foodbank •Evergreen Mountain Bike Alliance •Family Planning of North Central Washington •Family Policy Institute of Washington •Friends of Families United •Grief Place NCW •Habitat for Humanity - Greater Wenatchee •Hope For Hilltribes •Hospice Foundation of North Central Washington •Hospitality House Ministries •Life Choices of Wenatchee Valley •Lilac Services for the Blind •Mercy Corps •Methow Trails •Methow Valley Family Home Center •Methow Valley Riding Unlimited •Mobile Meals •Moses Lake Senior Opportunity & Services •Okanogan County Community Action Council •Pancreatic Cancer Action Network •Room One •SAGE (Safety, Advocacy, Growth Empowerment) •Salvation Army •Save the Children •Seattle Children’s Hospital Foundation •Serve Wenatchee Valley •SIGN Fracture Care International •Small Miracles •Students for Life of America •Sun Valley Ski Education Foundation •Susan G. Komen 3-Day for the Cure •The Cove •Upper Valley Connection •Upper Valley MEND •USO (United Service Organization) •Wellness Place •Wenatchee Amateur Hockey Association •Wenatchee Figure Skating Club •Wenatchee Row and Paddle Club •Wenatchee Valley Sports Foundation •Wenatchee Valley United Soccer Club •Winthrop Ice and Sports Rink •Women’s Resource Center •YWCA of Wenatchee Valley Youth Development $49,104 •Apple Hill Art Camps •Boy Scouts of America-Grand Columbia Council •Camp Fire USA •Stage Kids WA •Cascade Christian Academy •Classroom in Bloom •Friends of Scout-A-Vista •Invent Now, Inc. •Junior Achievement of Washington •Lake Chelan School District •NOISE (Northwest Opera in Schools, Etcetera) •Orondo School District •Quincy Booster Club, Inc. •Rock Island Elementary •School’s Out Washington •The River Academy •Velocity Swimming •Wenatchee High School ASB •Wenatchee River Institute •Wenatchee Valley YMCA •WHS Panther Boosters •Young Life 2015 ANNUAL REPORT | WWW.CFNCW.ORG 2015 ANNUAL REPORT | WWW.CFNCW.ORG Scholarships Scholarships Award $452,127 to 130 Students Over 90 scholarships are available to students across North Central Washington, thanks to generous donors who want to help local students further their education. Each scholarship has varying award amounts and criteria for every type of student; however, most scholarships focus on helping students who need the most financial assistance. Brewster •Mia Feil Mansfield Peshastin •Riley Cummings •Nancy Sanchez •Bailey Johnson •Griffen Halle •Julia Karkkainen •Cassidy Halle •Lane Leonard •Jonathan Martinez •Logan Harper •Clint Wall •Yuliana Pamatz •Michaela Lantzy Rock Island Manson •Angelica Garcia- Bridgeport •Mackenzie Ellis Carlton •William Duguay II Cashmere •Landon Baldwin •Brady Brons •Christopher Clarke •Mitch Jones •Bryan McNair •Alissa Pheasant •Alexander Robertson •Kendra Salgado Chelan •John Antonio •Erika Arias •Bryan Cadena •Mary Fitzpatrick •Saul Garcia •Eli Jenkins •Lorie LeDoux •Samantha Morrison •Wynter Nelmida East Wenatchee •Joyce Davitt-Timiras •Alexandrea Nessi •Zachary Parsons •Hailey Russell •Emma Standerford •Kelly Strang •Guadalupe Calderon •Kendra Ellsworth Arroyo Macias Tonasket •Angel Garcia Guillen •Devyn Catone •Kristen Gibson •Abigail Hale •Angelica Venegas Mattawa Waterville •Guadalupe Guillen •Lucas Hakensen •Danielle Heins •Austen Lane •Nora Lozano •Josh Mandoli •Devan McAllister •Maria Medina •Graham Morgan •Ramon Munoz •Francesca Nevil •Sam Hooper •Elana Noyola •Dylan Landon •Wallace O’Donnell •Cutter Wurl Okanogan •Marny Lowe •Janelle Park •Kaylee Plinski •Amber Duke •Wyatt Mires •Britt Parkhill •Nathan Linklater •Rieley Stibal •Monica Perez •Isobel Luengas Wenatchee •Eduardo Ramos •Lindsey Wapato •Hannah Waters Entiat •Anna Spencer •Carson Duncan •BillyMae Gelbach •Madison McHargue •Gabby Waterman Ephrata •Camille Culbertson Leavenworth •Sam Barich •Claire Seaman •Lukas Kostka Loomis •Abran Alvarez •Mikylla Davy Malaga •Adele Doneen •Myrna Alvarez-Medina •Abisai Espinoza •Sierra Hedding •Amanda Everett •Bethany Symonds •Jonathan Abarca •Aidan O’Connor •Karina Aguilar •Marnie Rimes •James Townsend •Yamilet Arrendondo •Riley Rosser •Isaac Sanchez •Madeline Atwood Omak •Teresa Bendito- •Melisa Sanchez- •Amanda Randolph •Hannah Attridge Zepeda •Lane Howe •Ashton Blanksma Orondo •Carly Bozett •Adilene Hernandez •Sarah Kneadler •Samirah Mashayekh •Diana Mora Diaz Pateros •Jessica Dowers •Grace Williams •Katarina Wilson •Haley Bush •Laura Castellano Bueno •Kevin Celustka •Emily Cieslak Leyva •Anissa Sangster •Luke Strahm •Marisol Vargas •Fancy Zaldivar Westphalia •Chase Thelen •Abby Wirth •Mattlyn Cordova •Yareli Cruz •Christa Dietrich •Dora Dominguez •Rosalba Gonzalez 2015 ANNUAL REPORT | WWW.CFNCW.ORG Partners in Giving Supporting a Culture of Community Philanthropy Partners in Giving (PIG) provides general support of the foundation in many ways. Each year, the Partners in Giving fund is expended to meet various needs of the foundation, such as funding an additional grant, boosting scholarship awards, supplementing the Nonprofit Practices Institute, and providing general operating support. We are so grateful for our PIGs and their commitment to help continue the foundation’s work throughout the region! Nicholas and Kimberlee Craig Babcock Dennis and Joycelyn Bolz Tom and Mall Boyd Roger and Lucinda Bumps Diane Carson Darci Christoferson Dr. Jeff and Brigid Chvilicek Bart and Sheila Clennon Confluence Health Judy S. Conner Jane Davis Lisa Day Claudia DeRobles Travis and Jennifer Dolge Theresa Druzak Brenda Dunn Carley Everson Ron and Lorna Klemanski Feld Jane Gilbertsen and Steve Nourse Scott and Marcia Green John B and Kathryn L. Hamilton Kristy Harris Deborah and Bill Hartl Historic Ruby Theatre Homchick, Smith & Associates Ken and Karen Jackson Mary Lou Johnson Hank and Stephanie Manriquez Danielle Marchant Marson and Marson Lumber, Inc. Ken Marson and Margaret Schlotfeldt James and Sue Martin Chad McBride and Brooke Page Roger B. and Susan M. Miller William and Nobi Morris Jeff and Beverly Neher Kim Neher and Jennifer Netz Jeff and Heather Ostenson Allison Pechtel Roger and Rosalyn Purdom Steven and Julie Robinson Mike and Sara Rolfs Peter and Karen Rutherford Eugene and Linda Schatz Dale H. Scott and Alisa M. Pedersen Ron and Lisa Skagen Abe and Denise Sorom Gil and Kay Sparks Speidel Law Firm Mark and Nancy Spurgeon Mike Steele Greg and Kris Taylor The Larry J. Harle Family Charitable Fund Peter Valaas and Susan Westerlund Louis Van Doren and Barbara Congdon Vita Green, LLC Tom and Mary Ann Warren Robert and Anne White Steve and Maya Wiest Wilfred R. and Kathleen K. Woods 2015 ANNUAL REPORT | WWW.CFNCW.ORG Fire Relief Efforts NCW Fire Relief Fund Brings Aid to Wildfire Victims The Carlton Complex Fire was, at the time, the largest wildfire our region had ever experienced. Over 300 structures were destroyed, leaving many families and individuals homeless. The Community Foundation established the NCW Fire Relief Fund, providing a vehicle for charitable giving for those who wanted to provide financial support to people in need. The fund raised over $443,000 in FY2015 from public donations. We gratefully acknowledge donations from over 750 individuals, families, and businesses that supported the recovery for fire victims through the NCW Fire Relief Fund. NCW Fire Relief Fund The 2015 wildfires left over 150 families homeless, and hundreds of structures were completely destroyed. Establishing the NCW Fire Relief Fund was the first time the foundation has embarked on providing a charitable vehicle to support disaster relief. Your response has resulted in thousands of donations received to support those in need. Disaster Case Managers To provide victims with an advocate and someone that could help determine their needs, the Community Foundation of NCW was able to employ four Disaster Case Managers. They made direct contact with those affected - often traveling to rural places across the county to let them know that help was available and connect them to resources such as food, temporary housing, and establishing a plan to rebuild. Rebuilding and Recovering Your Community Foundation partners with several agencies to assist wildfire victims. Both the Okanogan Complex Long Term Recovery Group and the Okanogan County Community Action Council work to coordinate volunteers and resources for fire victims. Recovery can take several months to several years. Because of your donations, we are able to help support these efforts as well as funding other needs necessary for victims to rebuild their lives. 2015 ANNUAL REPORT | WWW.CFNCW.ORG Annual Summit Each year in May, the Nonprofit Practices Institute (NPI) hosts a daylong conference in Chelan, Washington serving 150-200 board, staff, and volunteers of nonprofit organizations. Locally and nationally known speakers, panelists, and facilitators provide insight and and best practices on various topics concerning nonprofit management, including: board governance, fundraising, financial management, leadership, marketing, and more. Joan Alway (pictured at top left with CFNCW Executive Director, Beth Stipe) recently retired her position as Executive Director of the Icicle Fund who parnters with the foundation for all NPI events and activities. Joan helped to establish NPI and develop it into the outstanding training program that it is today. We are grateful for Joan’s contributions to NPI and to her community! Board Celebration Dinners The Annual Board Celebration Dinner recognizes those who spend their time, talents, and treasure to support a nonprofit organization in their community. We know the time, dedication, and commitment required to help an organization achieve its goals and move its mission forward. This celebration, hosted at both Sun Mountain in Winthrop and Sleeping Lady in Leavenworth, honors that service to community. Norm Smith, Senior Fellow with the MJ Murdock Charitable Trust and President Ermitus of The Ford Family Foundation, joined us as speaker for the Board Celebration Dinners. Norm addressed the group on the power of collective impact: nonprofit organizations working together to tackle their communities’ issues more effectively. (Pictured L-R: Denise Sorom, Kathy Smith, Norm Smith, Beth Stipe) 2015 ANNUAL REPORT | WWW.CFNCW.ORG Nonprofit Practices Institute Strengthening and Building Nonprofit Capacity In partnership with the Icicle Fund, the Nonprofit Practices Institute provides professional development and capacity building opportunities for nonprofit staff, board, and volunteers. Through workshops, interactive training, a day-long summit, and an annual celebration, NPI helps nonprofits achieve their missions and become long term, sustainable organizations. Fall Workshop Safe and Sound: Protecting Your Organization Through Internal Controls Spring Workshop Finance Unlocked for Nonprofits Presented by: Julleen J. Snyder, CPA – Jacobson Jarvis Washington Nonprofits & Co This fun, interactive workshop walked participants Internal controls are the financial processes and through the why, what, who, and how of nonprofit procedures that enable the organization to safeguard finance and dug deep into key reporting for its assets. This session provided insight and best fundraising, finance, and fiduciary oversight. Presented by: Nancy Bacon, Director of Learning – practices for setting up proper accounting procedures to increase accuracy and oversight and decrease chances of fraud or embezzlement. Quarterly Executive Director Luncheons The quarterly “Bag and Brag” was developed to give Executive Directors of nonprofit organizations an opportunity to share successes, struggles, new ideas, best practices, and build a network of collaboration among nonprofit leaders in the community. 2015 ANNUAL REPORT | WWW.CFNCW.ORG Be the Change Helping Families Break the Cycle of Generational Poverty In partnership with the United Way of Chelan-Douglas Counties, your Community Foundation of NCW received a $200,000 grant from the Bill & Melinda Gates Foundation to invest in breaking the cycle of poverty in our region. “Be the Change” asked service clubs to utilize their membership and enhance current or establish new mentorbased programs to help people in poverty. Each club was awarded $20,000 to implement programs over a two-year period. East Wenatchee Rotary Developing mentoring relationships with students at Eastmont Alternative High School; awarding scholarships to graduates seeking post-secondary education. Junior Service League Wenatchee (JSLW) Partnering with “Jobs for Washington’s Graduates” to prevent at-risk teens from dropping out of school and help them with tools to enter the workforce. Leavenworth Rotary Selected 8th graders at Icicle River Middle School participate in a community service “Legacy Project” by pairing students with Rotarians to manage an aspect of the project; eight students will attend a leadership camp at Teton Science School in Jackson, Wyoming. Okanogan/Omak Rotary Building relationships with families in poverty, understanding their issues, and helping them find solutions; ten families will participate in a 16-week session in a safe space where they can connect with others, learn differing social norms, discuss how they are affected by poverty, and learn the resources available to them. Wenatchee Central Lions Partnering with Community Choice Health & Education Institute to allow the Lions’ Health Screening Van to reach a greater number of low income children with vision and hearing screenings, help families navigate health services, provide life-coaching support, and connect them to service providers. Wenatchee Downtown Kiwanis “Opportunity Community” focuses Junior Service League members visited Westside High School in Wenatchee to coach students on writing resumes and job interview skills to help give them tools to enter the workforce. on academic, social, and behavioral improvements for families with children; engages the entire community to participate through awareness education, becoming mentors, and helping build on the strengths of people to escape poverty and overcome existing barriers. Wenatchee North Rotary Develop an Early Learning Initiative to improve kindergarten readiness; connect with families, schools, businesses, social services, government, and faith groups to develop a community-wide approach to increase the number of children ready for kindergarten. Wenatchee Rotary Partnering with organizations that offer parenting education using research-based curriculum with focus on academic, health, and parenting strategies that support functional family structure and youth development. Wenatchee Sunrise Rotary Enhancing its “Challenge Scholarship” program that selects two at-risk high school sophomores and encourages them to graduate by providing two years of college tuition and 50% reimbursement of textbooks by pairing Rotarians with 10 sophomores who will help support their goal and add a scholarship for one more student. Winthrop Downtown Kiwanis Working with the Independent Learning Center (ILC), an alternative High School in Twisp, to help fund programs designed around self-study projects based on student interest and community based internships. Kiwanis members will serve as mentors to students, provide internships and practical experience, and support a Key Club at the ILC including Key Leadership weekends to develop important leadership skills. 2015 ANNUAL REPORT | WWW.CFNCW.ORG Over 200 people attended the “Be the Change” event in Wenatchee to hear Donna Beegle speak on breaking down communication barriers and strategies to help individuals and families break the cycle of generational povery. (Pictured L-R: Patricia Wachtel, Donna Beegle, Denise Sorom, Allison Williams) Charitable Funds Over 400 Unique Funds Established for Charitable Good Through your generous gifts to the foundation, over 400 individual funds provide financial support to nonprofit agencies across the region. Because of you, communities are working to improve lives, protect our environment, and enhance cultural experiences that create a better quality of live for all who love North Central Washington. We gratefully acknowledge all funds established for charitable good in our region. • St. Andrews Episcopal Church Agency Advised Fund • St. Luke’s Episcopal Church Endowment Fund • 1st Choice Drew-Allen Memorial Fund • St. Luke’s Episcopal Church Outreach Endowment Fund • Art on the Avenues Fund • Student Assistance Foundation for Education (SAFE) Fund • Bill & LaDean Steward Memorial Garden Fund • The Cove Agency Advised Fund • Camp Fire USA 1 Endowment Fund • Upper Columbia Salmon Recovery Board Fund • Camp Fire USA Camp 1 Scholarship Fund • Upper Valley Christian School Endowment Fund • Camp Fire USA College Scholarship Fund • Upper Valley MEND Community Cupboard Agency Fund • Cancer Care Agency Advised 1 • Upper Valley MEND Endowment Fund • Cancer Care of NCW Endowment 1 • Warner R. Waddell/Chelan County Fair Agency Advised Fund • Captain Richard Dillow Lake Wenatchee YMCA Camp Scholarship • Wellness Place Fund • Cascade Medical Center Foundation Endowment Fund • Wenatchee High School Foundation Fund • Cashmere Museum Endowment Fund • Wenatchee Rotary Foundation 1 Fund • Cashmere Schools Foundation • Wenatchee Row and Paddle Club Fund • CDLT Reserve Fund • Wenatchee Valley College Foundation • Chelan County Fair - Special Project • Wenatchee Valley College Foundation at Omak-Berg Fund • Chelan Douglas CASA Program Fund • Wenatchee Valley College Foundation at Omak-Home Health • Chelan-Douglas Land Trust Endowment Fund Endowment Fund • Chelan-Douglas Land Trust Stewardship Account • Wenatchee Valley College Foundation at Omak-Nurses for • Columbia Valley Community Health Agency Fund Tomorrow Fund • Douglas County Historical Society Agency Fund • Wenatchee Valley Museum and Cultural Center Fund • Douglas County Historical Society Endowment 1 • Wenatchee Valley Museum and Cultural Center Harold & Margaret • Ephrata Senior Center 1 Fund Weed Fund • Ephrata Senior Center - Clement Pontsler Estate 1 Fund • Wenatchee Valley Museum & Cultural Center Education Fund • Grunewald Guild Endowment Fund • Wenatchee Valley Museum & Cultural Center Organ Fund • Hospice Foundation of NCW Agency Fund • Wenatchee Valley Senior Center Agency Endowment Fund • Icicle Creek Center for the Arts Special Project 1 Fund • Wenatchee Valley Sports Foundation Agency Advised Fund • Ingalls Creek Enrichment Center Fund • Wenatchee Valley Symphony Association, Inc Agency Fund • Irv Conner YMCA Memorial Endowment Fund • Wenatchee Valley Symphony Orchestra Agency Fund • Leavenworth Summer Theater Endowment Fund • Westside High School Fund • Margarite Miller Endowment Fund • Winthrop Ice & Sports Rink Agency Advised Fund • Margarite Miller Missions Fund • Women’s Resource Center Fund • Methow Conservancy Operational Endowment 1 Fund • WVMCC Wells House Agency Advised Fund • Methow Conservancy Stewardship Endowment 1 Fund • YMCA - Camp1 Fund • Methow Music Festival Association Advised Fund • YMCA - Isenhart 1 Fund • Methow Music Festival Association Endowment Fund • YMCA - Larry Hartog Youth Scholarship 1 Fund • Methow Recycles Fund • YMCA - Memorial 1 Fund • Methow Valley Education Foundation • YMCA - Roy Wisdom 1 Fund • Methow Valley Sports Trail Association Fund • Mission Vista Fund Charitable Remainder Unistrust Funds • Mobile Meals Agency Fund • Della Murray Charitable Remainder Unitrust • Mustard Seed Special Agency Advised Fund • Donald L. McEachern Charitable Remainder Unitrust • MVSTA Capital Expenditures Fund • Henry K. & Sarah Haggard Charitable Remainder Unitrust • MVSTA Lifetime Pass Fund • Marguerite Pierce Charitable Remainder Unitrust • NCW Jail Ministry Agency Advised Fund • William J. and Ann D. Henry Unitrust • Okanogan Land Trust Agency Fund • Okanogan Land Trust Stewardship Fund Designated Funds • OLT Legal Defense Agency Advised Fund • Richard E. “Dick” Bell Mem’l Volunteer Wenatchee Valley Museum • Adele Wolford Endowment for Children Fund & Cultural Center 1 Fund • Arena Youth Enrichment Fund • Robert Graves Gallery Agency Fund • Building Community Philanthropy Fund • Saddlerock Evangelical Presbyterian Church Capital Building • Camp Fire USA Camp Scholarship Fund Maintenance Fund • Camp Fire USA Fund Agency Advised Funds 2015 ANNUAL REPORT | WWW.CFNCW.ORG • Cancer Care Agency Advised Fund • Cancer Care of NCW Endowment Fund • Central Washington Hospital Foundation Diabetes Fund • Chelan County Fair - Endowment Fund • Chelan Fireworks Fund • Chris and Ruth Carantzas Fund • Congdon Archaeological Collection Endowment Fund • Don and Thea Fager YMCA Camp Fund • Don Fager Boy Scout Activities Fund • Everett & Loretta Gibbons Memorial YMCA Endowment Fund • Every Child A Swimmer Fund • Ferne Daniel Ephrata Teacher Enrichment Fund • Friends of Physical Therapy Fund • Gabrielle Savage Fund • George F. & Mary Ellen Miller Bach Feste Fund • George F. & Mary Ellen Miller Camp Fire Girls & Boys Fund • George F. & Mary Ellen Miller Family Endowment Fund • George F. & Mary Ellen Miller Salvation Army Fund • George F. & Mary Ellen Miller St. Luke’s Episcopal Youth Fund • George F. & Mary Ellen Miller Wenatchee Valley Symphony Fund • George F. & Mary Ellen Miller Wenatchee Civic Ballet Fund • Grace Lutheran Church Memorial Garden Fund • Greater Wenatchee Parent Child Preschool Fund • Harold O. & Margaret M. Weed Donor Advised Fund • Henry A Prebble Family Endowment Fund • Herbert H. Fackenthall Designated Fund • Hospice Foundation Endowment Fund • Hospitality House Agency Advised Fund • Hospitality House Endowment Fund • Jack & Dede Hill - Central WA Hospital Foundation Fund • Jack & Dede Hill - NCW Council of Boy Scouts Fund • Jack & Dede Hill - Panther Booster Club Fund • Jack & Dede Hill - United Way Fund • Jack & Dede Hill - Washington State Apple Blossom Festival Fund • Jack & Dede Hill - Wenatchee Valley Museum and Cultural Center Fund • Jack & Dede Hill WHS Foundation Fund • Jack & Dede Hill - YMCA Fund • John & Mary Ann Snyder Community Fund • John & Mary Rae Brown Fund #1 Fund • John & Mary Rae Brown Fund #2 Fund • John & Mary Rae Brown Fund #3, United Way Fund • John & Rose Applegate Fund • McKinney-Osterloh Fund • Merton Hiatt First United Methodist Church Fund • Methow Valley Early Childhood Fund • Methow Valley Sports Trails Association Endowment Fund • Molitor Family Designated Beneficiary Fund • Mustard Seed Neighborhood Center Endowment 1 Fund • Nonprofit Practices Institute Fund • Orion Fund • Pateros Tutorial Fund • Performing Arts Center of Wenatchee Endowment Fund • Richard Owen Black Memorial Fund • Rowland and Ethel Slusser Jones Designated Fund • Roy W. Hill Donor Designated Fund • Rudolph & Carolyn Christianson Community Fund • Saddlerock Evangelical Presbyterian Church of Wenatchee Arlene Birdsell Martin Fund • Scout-A-Vista Purchase Fund • Water Lilies Swimming Lessons Endowment Fund • Wenatchee Valley Medical Center Employee Scholarship Fund • Wenatchee Valley Senior Center Endowment Fund • Wenatchee Valley Symphony Association, Inc. Fund Donor Advised Funds • Arseneault Family Foundation Donor Advised Fund • Barbara Nesbit Berk Donor Advised Fund • Bart & Coreen Tilly Donor Advised Fund • Bill & Julia Gotthold Donor Advised Fund • Bob “Watty” Watson Memorial Fund 2015 ANNUAL REPORT | WWW.CFNCW.ORG • Bolyard Family Donor Advised Fund • Brandi Merritt Lambert Fund • Brent Visser Donor Advised Fund • Bruce & Virginia Kehr Donor Advised Fund • Carson Family Donor Advised Fund • Cayton Family Donor Advised Fund • Community Foundation of North Central Washington Trustee Fund • Community Resource Center Fund • Dr. Arthur and Jean Ludwick Donor Advised Fund • Driscoll Jaeger Memorial Fund • Earl & Barbara Tilly Fund • Eliot and Tina Scull Family Fund • Entiat Scholarship Foundation Donor Advised Fund • Fair Family Donor Advised Fund • Ferguson Family Charitable Fund • Frederick M. Johnson Donor Advised Fund • Frigard Family Donor Advised Fund • Gil and Kay Sparks Donor Advised Fund • G. Raymond and Betty Lee Taylor Fund • Hal and Florence Field Donor Advised Fund • Hibbard Family Donor Advised Fund • Irwin G. & Judy S. Conner Donor Advised Fund • James and Lynn Brown Fund • James S. and Karen M. Russell Donor Advised Fund • Jay & Mary Gibbons Donor Advised Endowment Fund • Jerry Gutzwiler Donor Advised Fund • John R. Cedergreen Family Fund • Jubilee Peace and Justice Endowment Fund • Katie Moore Memorial Fund • Kay Sparks Donor Advised Fund • KPQ Cares Donor Advised Fund • Leavenworth Rotary Endowment Fund • Lloyd and Sue Berry Fund • Lyle R. and Mildred I. Pein Fund • Make A Difference Donor Advised Fund • Manson G3 Fund • McQuaig Jubilee Fund • Molitor Family Donor Advised Fund • Neil & Pat Thorlakson Fund • Olson Family Donor Advised Fund • Pateros Scholars Donor Advised Fund • Peter and Susan Valaas Family Donor Advised Fund • Peterson Family Donor Advised Fund • Pitts-McConnell Fund • Red and Green Donor Advised Fund • Rita Mladineo Brown Fund • Robert C. Lodge Music Endowment Fund • Robert & Mary Kintner Family Donor Advised Fund • Rotary Park Columbia Junction Fund • Rudolph & Carolyn Christianson Donor Advised Fund • Rutherford Family Donor Advised Fund • Ruth Raydene Taylor Fund Fund • Shirley and Willie Donor Advised Fund • Skylar Rae Brand Cherry Fund • Sorom Family Fund • Stahler Family Fund • Stangland Family Donor Advised Fund • Sunrise Rotary Club Donor Advised Fund • Terry A. and Suzanne Sorom Fund • Vicky & Ed Welch Donor Advised Fund • Wallace V. and Lucille Gibbons Donor Advised Fund • Wenatchee Confluence Fund • Wenatchee Kiwanis Donor Advised Fund • WHS Alumni Foundation Agency Advised Fund • Wilfred R. and Kathleen K. Woods Donor Advised Fund Field of Interest Funds • Brewster Farmworkers Fire Relief Fund • Chelan Douglas Fire Emergency Endowment Fund • Chelan Douglas Generations and Partners Fund • Chrissy Clements Endowment for Victims of Violent Crime Fund • Compassionate Care Insurance Fund • Crime Stoppers - Wenatchee Valley Fund • Edna Schroeder Memorial Children’s Fund • Eric C. Jensen Memorial Fund • Grant County Generations and Partners Fund • Independence Day Celebration Fund • Kids First Endowment Fund • Methow Valley Endowment Fund • Methow Valley Fire Relief Fund • Methow Valley Fund • NCW Fire Relief Fund • Senator Linda Evans Parlette Leave A Legacy Leadership Fund • Sleepy Hollow Heights Fire Support Fund • Thelma “Tillie” Hall Sight and Hearing Wenatchee Lions Fund • Washington State Apple Blossom Festival Foundation Fund • Waterville Community Fund • Wenatchee Adult Respite Day Care Center Endowment Fund • Wenatchee Community & Migrant Assistance Fund • Woods Family Music & Art Endowment Fund • Woods House Music & Arts Fund Fiscal Sponsorships • 9/11 Spirit of America Memorial • Methow Valley Long Term Recovery Organization • Okanogan County Long Term Recovery Group • Wenatchee Maker Faire Gift Annuity • David I. & Marilyn S. Sabold Gift Annuity • McKinney Gift Annuity • Merton Morris Hiatt Gift Annuity • Terry & Suzanne Sorom Gift Annuity • William F. Nerin Gift Annuity Scholarship Funds • Altrusa Scholarship Fund of Wenatchee • Andrew York Memorial Scholarship Fund • Arlene Birdsell Martin Scholarship Fund • AVHRA Human Resource Scholarship Fund • Bob & Nita Paine Scholarship Fund • Bob & Valerie Valaas Health Sciences Scholarship Fund • Bolyard Family Nursing Scholarship Fund • Brewster High School - Rawson Scholarship Fund • Brewster Mike Marin Memorial Scholarship Fund • Bud and Donna Corbin Memorial Scholarship Fund • Cancer Care/Betsy Tontini Nursing Scholarship Fund • Cashmere Rotary Club Scholarship Fund • Cathryn “Kate” George Frechen Scholarship Fund • Chelan County Cattlemen’s Scholarship Fund • Chelan County Fire District #1 Volunteer Inc. Fund • Clarence and Della Murray Scholarship Fund • Cone Family Scholarship Fund • Country Financial NCW Scholarship Fund • David M. Bohr Memorial Baseball Scholarship Fund • Doell Family Scholarship Fund • Dorothy Prewitt Pohlman/AAUW Scholarship Fund • Douglas County-Waste Management Environmental Studies College Scholarship Fund • Dr. Don Fager Nursing Scholarship Fund • Dr. Steven George Kerr-Medical Memorial Scholarship Fund • Entiat Scholarship Foundation Fund • Eric DePersio Memorial Scholarship Fund • Everett and Roy Hill Music Scholarship Fund • Ferguson Family Scholarship Fund • Fern Cousineau Duncan Memorial Art Scholarship Fund • Ferne Daniel Scholarship Fund • Fisk and Lila Gerhardt Scholarship Fund • Grace Ekman Whitley Scholarship Fund • Hal Newman Memorial Music Scholarship Fund • Harry & Kathern Lovejoy Scholarship Fund • Henry Max Galbraith/East Wenatchee Grange No. 1012 Scholarship Fund • Jack & Dede Hill WSU Exchange Club Scholarship Fund • J.D. Riggs Memorial Scholarship Fund • Jerry Van Winkle Memorial Scholarship Fund • Jill Wood Spanjer Scholarship Fund • John and Elnora Smith Foundation Scholarship Fund • John and Mary Martin Scholarship Fund • Josh Putman Memorial Scholarship Fund • Junior Service League of Wenatchee Scholarship Fund • Katie and Steven Rolfs Memorial Scholarship Fund • Katie Moore Memorial Scholarship Fund • Keep It In The Valley Fund • Keyes Fibre Corporation - Don Evenhus Scholarship Fund • Lake Chelan Rotary Scholarship Fund • Lauren Ludeman Memorial Scholarship Fund • Lee Bofto Honorary Scholarship Fund • LeMaster/Auvil Scholarship Fund • Linda M. Safar Memorial Scholarship Fund • Marlene & Henry Bauer Scholarship Fund • Marvin & Frances Salisbury-Wenatchee Sunrise Rotary Educational Fund • Melonye Shurtz Memorial Scholarship Fund • Melvin P. “Mel”& Lyndell Crowder NCW Memorial Horticulture Fund • Mission Scholarship Fund • National/Welch’s Fred Kilian Memorial Scholarship Fund • Nick Schoffen Music Scholarship Fund • Nursing Scholarship for NCW Fund • Okanogan Masonic Lodge #169 Herbert & Elizabeth Davis Fund • Paine Electronics Family Scholarship Fund • Pateros Scholarship Fund • Paul Reasor Scholarship • Ralph and Clara Betcher Scholarship Fund • Ramiro Cortes Scholarship Fund • Ronald Dean Estes Scholarship Fund • Rowland and Ethel Slusser Jones Scholarship Fund • Roy W. Hill Scholarship Fund • Rudolph & Carolyn Christianson Scholarship Fund • Saddlerock Evangelical Presbyterian Church Scholarship Fund • “Sarge” Huber Band Scholarship Fund • Silver Star Chapter 93, Order of Eastern Star Scholarship Fund • Sons of Italy Scholarship Fund • Stella Knobel & Mary Jean Carter Scholarship Fund • Stella Knobel/Saddlerock Evangelical Presbyterian Church Music Scholarship Fund • Sybil H. Shearer Nursing Scholarship Fund • Tanner J. Perry Memorial Scholarship Fund • Virgil V. and Pearl E. Gustin Scholarship Fund • Washington Hispanic Roundtable Fund • Waterville Shocker Scholarship Fund • Wenatchee Applarians Scholarship Fund • Wenatchee Bowling Association Scholarship Fund • Wenatchee Exchange Club Scholarship Fund • Wenatchee High School Alumni Foundation Scholarship Fund • Wenatchee Kiwanis Scholarship Fund • Wenatchee Valley Street Rods, Inc Fund • Wenatchee Women’s Bowling Association-Opal Wickland Scholarship Fund • WHS Class of 1952-Jane Lovejoy Memorial Leadership Scholarship Fund • William & Elizabeth Robinson Scholarship Fund Unrestricted Funds • Administrative Endowment CFNCW • Jessup Family Fund • Barbara Kinney Unrestricted Fund • 9 S Wenatchee Avenue, LLC • CFNCW Property Holdings, LLC • Operating Fund • Community Grants Program Fund • Operating Reserve Fund • Community Indicators Fund • Partners in Giving Fund • Endowment Grants Fund • Pass Through Fund • Evelyn Johnson Community Fund • Stronger Schools Fund • Ferne Daniel Legacy Fund • For Good, For Ever Fund • James & Kathleen Arneil Community Fund 2015 ANNUAL REPORT | WWW.CFNCW.ORG NONPROFIT ORG US POSTAGE PAID Cashmere Mailing House PERMIT NO. 7 9 S Wenatchee Ave, Wenatchee WA 98801 509-663-7716 [email protected] www.cfncw.org You are invested in your community. You are making an impact. You are supporting causes you care about. You are part of something bigger. You are here to make a difference. You are the Community Foundation of NCW. Do you want to leave a legacy? Let us show you how your investement can continue to grow and support the community you love, forever. 2015 ANNUAL REPORT | WWW.CFNCW.ORG