CASA OF THE BLUEGRASS

Transcription

1 CASA OF THE BLUEGRASS General Information Contact Information Nonprofit CASA OF THE BLUEGRASS Address PO Box 45 PO Box 45 Danville, KY Phone (859) Contact Name Laura Guerrant Web and Social Media Website Facebook Twitter Website Facebook Twitter At A Glance IRS Ruling Year

2 Former Names CASA at Woodlawn and Franklin County CASA Other ways to donate, support, or volunteer Provide us with your mailing address if you would like to be added to CASA of the Bluegrass mailing list to receive newsletters, an invitation to the annual Derby Eve Gala, and our annual report that accompanies our fundraising campaign. You can also donate to CASA of the Bluegrass by check and/ or credit card. If you are interested in providing in-kind donations please contact us to receive a copy of our CASA Wish List. We encourage you to contact us if you are interested in serving as a CASA to protect abused and neglected children in our community through court advocacy. 2

3 Statements & Search Criteria Statements Mission Statement The mission of CASA of the Bluegrass is to advance the best interests of abused and neglected children in the Anderson, Boyle, Franklin and Mercer County Family Court Systems through the training and support of community volunteers who serve as court appointed special advocates working with children, the family, and the Court. Background Statement NATIONAL Judges can't make good decisions on behalf of children without information and CASA grew, at a grassroots level, straight from that desire and need for effective decision-making. In 1976, Superior Court Judge David Soukup of Seattle, WA, saw a recurring problem in his courtroom: "In criminal and civil cases, even though there were always many different points of view, you walked out of the courthouse at the end of the day and you said, 'I've done my best; I can live with this decision,' he explains. "But when you're involved with a child and you're trying to decide what to do to facilitate that child's growth into a mature and happy adult, you don't feel like you have sufficient information to allow you to make the right decision. You can't walk away and leave them at the courthouse at 4 o'clock. You wonder, 'Do I really know everything I should? Have I really been told all of the different things? Is this really right?'" To ensure he was getting all the facts and the long-term welfare of each child was being represented, the Seattle judge came up with an idea that would change America's judicial procedure and the lives of over a million children. He obtained funding to recruit and train community volunteers to step into courtrooms on behalf of the children: Court Appointed Special Advocate (CASA) volunteers. This unique concept was implemented in Seattle as a pilot program in January During that first year, the program provided 110 trained CASA volunteers for 498 children in 376 dependency cases. Since that initial idea CASA has grown into a national organization with 955 local and state programs. In 2010 CASA programs across the country served over 240,000 children. Impact Statement Accomplishments in 20171) Succeeded in our first year as a merged, regional CASA program serving Boyle, Mercer, Anderson, and Franklin Counties 2) Increased the number of volunteers to 117 3) The program grew from serving 48 children in 2009, to serving 327 children in Goals for ) Increase revenue by at least $40,000 2) Diversify revenue sources 3) Increase volunteers to 125 Needs Statement 1) Recruit a more gender-diverse, ethnically-diverse volunteer base 2) Develop a new fundraising event to diversify fund sources 3) Recruit more volunteers to serve more children in the Family Court System 4) Secure at least five new corporate sponsors 5) Recruit a volunteer to work in the office CEO/Executive Director Statement Court Appointed Special Advocates is the community's grassroots response to an overwhelmed child welfare system. It creates a pathway for volunteers to take ownership of our community and it's future through helping one child at a time. People are hungry for organizations that allow people to be connected to real and lasting change that will positively impact their communities. The role of a CASA is about meeting a real family where they are, in crisis, providing the time and attention that every maltreated child deserves, and providing a hub of collaboration, in the form of an actual person, for many service providers. There are many child advocacy organizations in this country but they are research-level organizations that gather research to inform policymakers. They focus on change beginning at the highest levels. CASA is the only organization of its kind that brings child advocacy close enough to know what matters to an actual child. This bottom-up perspective is unprecedented and it works. 3

4 Board Chair Statement My years as an educator and administrator in our public school system led me to seek out an organization that was serving those children that I saw struggling when there were only so many things that the schools can do. I knew about CASA from my interaction with a handful of CASA volunteers and when I retired I saw the opportunity to both serve as a CASA volunteer myself and serve on the board. Serving as a CASA while I am serving the organization as a board member has strengthened my advocacy for the children that we serve. I see first-hand the tremendous opportunity, responsibility, and challenges that a CASA faces and I remain that much more dedicated to bringing the organization to our community's attention thereby serving more children in need. Service Categories Primary Organization Category Youth Development / Adult, Child Matching Programs Secondary Organization Category Civil Rights, Social Action, Advocacy / Children's Rights Tertiary Organization Category Human Services / Children's and Youth Services Geographic Areas Served Areas Boyle County Mercer County Kentucky Anderson County Franklin County Anderson, Boyle, Franklin, and Mercer Counties 4

5 Impact Impact Goals CASA of the Bluegrass' long-term, strategic plan goal is to serve EVERY abused and neglected child that enters the Family Court System in it's four counties. Currently, the program is serving approximately 60% of the child victim population. 5

6 Programs Programs CASA of the Bluegrass Description CASA of the Bluegrass recruits community members to go through 30 hours of special training to become a CASA volunteer. After a volunteer is fully trained, they are sworn-in to the court and appointed by the county judge to a specific case involving an abused or neglected child or sibling set. The volunteers serve as the eyes and the ears of the judge, working with social workers, teachers, attorneys, and others to get to know the child (ren) and advocate for his/her/their best interest as their case proceeds through the court system. Budget 185,000 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Civil Rights, Social Action & Advocacy, General/Other Children's Rights Children and Youth (0-19 years), Victims, In the short term we hope to be able to serve more cases and more children in the Boyle/Mercer Family Court System. This will result in better outcomes for the youth served. By providing a CASA for children in the Boyle/Mercer family court system we hope to reduce the amount of child abuse and neglect that occurs. Currently Kentucky is number one for child abuse, neglect and child deaths. Through the advocacy of CASA's we want to see this statistic change. Currently a software program called COMET is used to track the cases and children we serve. In 2009 CASA at Woodlawn served 28 cases for the entire year. We have grown by leaps and bounds and are currently serving 72 children and 44 cases! Program Comments CEO Comments Kentucky is one of very few states that does not provide funding for CASA. Our program is also limited in that we receive no local government funding. Therefore, our entire budget is secured through fundraising and grants. We are further impacted due to being in a rural area, which limits our ability to secure funding from corporate sponsors. In 2011, the CASA of the Bluegrass program changed it's staffing structure to allow for long-term expansion. In 2014, CASA at Woodlawn and Franklin County CASA merged to create one, large regional program named CASA of the Bluegrass. The program now serves children in Anderson, Boyle, Franklin, and Mercer Counties. CASA of the Bluegrass is currently an organization of 10 highly qualified staff members, 116 volunteers and a budget of approximately $285,000.In 2012, the Board of Directors and staff implemented the "I am for the Child" giving campaign. It was very successful for its first year and the Board has set a higher goal for In addition, in fiscal year 2012, CASA of the Bluegrass received its first Victim of Crime Act grant while also received funding from small, local foundation grants. CASA of the Bluegrass annually hosts a pre-derby Gala which is well supported by the community. The Derby Eve Gala continues to be a funding source that grosses between $30,000 - $40,000 annually. New and additional fund-raising events are being planned for fiscal year These events will raise money for the program in addition to raising awareness in the communities that CASA of the Bluegrass serves. 6

7 Leadership & Staff CEO/Executive Director Executive Director Laura W Guerrant Term Start June laura@casaofthebluegrass.org Experience Executive Director, Laura Guerrant, has deep roots in the community she serves and was first introduced to the CASA program in college as her sorority's national philanthropy was CASA. She served on the CASA at Woodlawn Board for five years and for part of that time served as the Board Chair and overseeing the success of our annual Derby Eve Gala and the growth of the whole organization. Ms. Guerrant successfully ran her own photography business for several years before setting it aside to become the CASA at Woodlawn Executive Director in June of Since that time, Ms. Guerrant has overseen the growth of the staff and volunteer base and has made excellent use of her Nonprofit Management certification from Duke University raising the standard and professionalism of the whole organization. Staff Full Time Staff 5 Part Time Staff 3 Volunteers 117 Contractors 0 Retention Rate 100% Management Reports to Board? Staff Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 8 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Staff Demographics - Gender Male 0 Female 8 Unspecified 0 Former CEOs Name Term Jamie Etherton June Apr

8 Melynda Milburn Jamison June Dec 2010 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Annually Annually Annually State Information 8

9 Plans & Collaborations Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Under Development Years Strategic Plan Considers 5 Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Affiliations Affiliation Year National CASA 2013 Government Licenses Is your organization licensed by the Government? 9

10 Board & Governance Board Chair Board Chair Maria Olson Company Affiliation Attorney Term July 2018 to June 2019 Board Members Name Affiliation Status Ingrid Boling State of Kentucky Voting Amanda Clark Community Volunteer Voting Winfield Frankel Attorney Susan Hensley Community Volunteer Exofficio Sheila Kavanaugh Human Resources Voting Megan Milby Centre College Arnetta Myers EMRMC Voting Maria Olson Hitachi Voting Julie Tucker Sysco Sales Representative Voting Chris Tucker Attorney Rodney Williams Whitaker Bank Voting Board Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 0 Caucasian 13 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 6 Female 9 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 85% Written Board Selection Criteria? Under Development 10

11 Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 100% Constituency Includes Client Representation No Number of Full Board Meetings Annually 10 11

12 Financials Fiscal Year Fiscal Year Start July 01, 2016 Fiscal Year End June 30, 2017 Projected Revenue $285, Projected Expenses $275, Endowment Value $0.00 Spending Policy N/A Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $292,082 $215,854 $268,280 Total Expenses $279,004 $243,396 $262,625 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $52,600 $0 $0 Federal State Local Unspecified $52, $0 Individual Contributions $215,620 $185,254 $238,137 Indirect Public Support $0 Earned Revenue $0 Investment Income, Net of Losses $28 $126 $26 Membership Dues $0 Special Events $23,834 $30,474 $30,117 Revenue In-Kind $6,000 Other $0 12

13 Expense Allocation Fiscal Year Program Expense $210,191 $177,856 $191,756 Administration Expense $49,134 $48,325 $54,575 Fundraising Expense $19,910 $17,215 $16,294 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 75% 73% 73% Fundraising Expense/Contributed Revenue 7% 8% 6% Assets and Liabilities Fiscal Year Total Assets $91,026 $76,739 $101,092 Current Assets $86,880 $76,739 $101,092 Long-Term Liabilities $0 Current Liabilities $9,861 $8,782 $5,593 Total Net Assets $81,165 $67,957 $95,499 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? No Goal $0.00 Capital Campaign Anticipated in Next 5 Years? No State Registration State Registration Comments Foundation Staff Comments Organization began in April

14 Documents Form 990s Form 990 Form 990 Form 990 Form Audit Documents Audit Audit Audit FY 2013 Audit Review Created Copyright 2019 Blue Grass Community Foundation 14