American Red Cross Bluegrass Area Chapter

Transcription

1 American Red Cross Bluegrass Area Chapter General Information Contact Information Nonprofit American Red Cross Bluegrass Area Chapter Address 1450 Newtown Pike Lexington, KY Phone (859) Fax Contact Name Lynne Washbish Web and Social Media Website Facebook Twitter Website Facebook Twitter At A Glance IRS Ruling Year 2007 Other ways to donate, support, or volunteer We welcome Volunteers to help us assist in the office or at events to make awareness. In - Kind donations or checks are always welcome. This enables us to provide support to your community with families that might have needs during a time of suffering. 1

2 Statements & Search Criteria Statements Mission Statement The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. Background Statement Founded by Clara Barton in 1881, the American Red Cross was granted a charter in 1905 by Congress. First Aid and safety programs began in 1909 and the water safety program was established in Since 1881, people have turned to the American Red Cross for emergency services. Today, trained and dedicated volunteers and staff are helping their neighbors across the country. Although not a government agency, the Red Cross is chartered by Congress to provide special services to members of the US Armed Forces and to disaster victims. A Bluegrass Red Cross office was established in Today, the local Red Cross remains a vital part of this community providing services to the residents and supporting efforts across the country in times of disasters. A critical component of Red Cross services is helping to build a "culture of prevention." Community preparedness educational programs assist families on how to make a plan, build a kit, get trained, and volunteer. Red Cross workers assist members of the Armed Forces and their families in emergencies. Impact Statement Led by our volunteers, we serve the community through programs that provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. Our chapter assists clients in a local ten county area consisting of Bourbon, Casey, Clark, Estill, Fayette, Harrison, Jessamine, Nicholas, Powell, and Scott Counties. In addition we support and manage eight community chapters and provide services to a total of 55 counties throughout the Bluegrass Region. Recently, our chapter experienced a significant number of disasters in our area. Our volunteers and staff were deployed locally and statewide to major disaster relief operations including the West Liberty tornado and Superstorm Sandy. Needs Statement Education in Schools for CPR/FA/AED Disaster Relief. The best time to prepare for a disaster is before one happens. Volunteers Master of Disaster Program Pillowcase Project CEO/Executive Director Statement Thank you for your continued support as our mission at the Red Cross is to help prevent, prepare and respond to disasters. Without your continued support our mission would not exist. It is with your support that we can help individuals and families in a time of need. Service Categories Primary Organization Category Human Services / American Red Cross Secondary Organization Category Human Services / Emergency Assistance (Food, Clothing, Cash) Geographic Areas Served Areas Adair County Bath County 2

3 Bell County Bourbon County Boyd County Boyle County Breathitt County Carter County Casey County Clark County Clay County Clinton County Cumberland County Estill County Elliott County Fayette County Fleming County Floyd County Garrard County Greenup County Harlan County Harrison County Jackson County Jessamine County Johnson County Knott County Knox County Laurel County Lawrence County Lee County Leslie County Letcher County Lewis County Lincoln County Madison County Magoffin County Martin County McCreary County Menifee County Mercer County Montgomery County Morgan County Nicholas County Owsley County Perry County 3

4 Pike County Powell County Powell County Pulaski County Rockcastle County Rowan County Russell County Scott County Wayne County Whitley County Wolfe County 4

5 Impact Impact Goals Led by our volunteers, we serve the community through programs that provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. Our chapter assists clients in a local ten county area consisting of Bourbon, Casey, Clark, Estill, Fayette, Harrison, Jessamine, Nicholas, Powell, and Scott Counties. In addition we support and manage eight community chapters and provide services to a total of 55 counties throughout the Bluegrass Region. Our chapter has experienced a significant number of disasters in our area. Our volunteers and staff were deployed locally and statewide to major disaster relief operations including the West Liberty tornado and Superstorm Sandy. Our goal is to continue to support these communities so that families can continue to live the way they are used to and get back on their feet in a timely manner. Strategies Our strategies are to make more awareness. We need others to know the good that the Red Cross does and that we always are stepping in as soon as a disaster happens to alleviate suffering for families and allow the to get back on their feet quickly. We cannot do this without the help of the community through donations, volunteers and time. Capabilities We are a very strong, national organization that continues to do good work and fight for donations. We look for the good in everyone and will begin our FY15 year by opening new doors and opportunities to raise money so that we can continue to support families in a time of need. Indicators We measure our success by the number of families we provide assistance to and the amount of money that is raised to provide this assistance. We grow our organization by the people that want to get involved with the Red Cross. We are constantly recruiting volunteers to help our organization and be part of the One Red Cross. Progress We strive to make more awareness on the good that we do and provide for families in your community across the Bluegrass Region. We want to make others know that the Red Cross is always the first one to step in and assist and your dollars can help us provide that assistance. If you lost your house due to a fire or storm you would welcome the assistance and we can only provide that assitance through our donations and fundraising efforts that we strive to reach for. 5

6 Programs Programs Disaster Services Description The term disaster services encompasses many different programs which, depending on the case, might include providing shelter, food, water, clothing, emergency medical care, clean-up kits, bedding, and rental assistance to disaster victims. It also means providing free disaster preparedness training for the community. Additionally, disaster services involves training our volunteers to work with local, state, and national government agencies and to provide a coordinated response in times of disaster. The American Red Cross is the only organization chartered by Congress to provide disaster relief to ALL Americans. Population Served,, Service to the Armed Forces Description Service to the Armed Forces incorporates a variety of different programs aimed at assisting the members of our military and their families here at home in the Bluegrass. The most common service we perform is emergency messaging. This is when our staff sends a verified message to a soldier informing him or her of an emergency situation back at home such as a death or illness. Often the American Red Cross assists soldiers with logistical arrangements to ensure they can return to their families. Service to the Armed Forces might also include assisting families with financial concerns, linking service members and their families with support services, or assisting our veterans with their benefits. Population Served,, Health & Safety Description Health and Safety Training are classes taught by the Bluegrass Chapter of the American Red Cross, or one of our authorized providers, to our friends and neighbors here in the Bluegrass. The Bluegrass Chapter teaches these life-saving courses both at our offices, or at sites throughout our region. Among the classes we offer are: First Aid; Adult, Infant and Child CPR; Automated External Defibrillation (AED); Life Guarding; CPR/PR for the Professional; Pet First Aid and Babysitting Certification. Population Served,, WHEELS Description The Bluegrass Chapter s Wheels program is designed to meet the needs of local residents with disabilities by providing economical and accessible transportation throughout Fayette County. The Wheels program provides independence to riders by transporting them to work, to doctor s appointments, on errands, or even out for social occasions. Funding for this program is provided through a contract with LexTran. Population Served,, Program Comments 6

7 CEO Comments Our challenge is to find support and throughout the communties whether it be from an individual or organization that is involved in giving back to the community. We also look for organizations that might be interested in and employee community giving program. Make awareness. 7

8 Leadership & Staff CEO/Executive Director Executive Director Tawanda Owsley Term Start Aug Co-CEO Co-CEO Terry Burkhart Term Start Apr Staff Full Time Staff 40 Part Time Staff 75 Volunteers 325 Contractors 0 Retention Rate 80% Staff Demographics - Ethnicity African American/Black 42 Asian American/Pacific Islander 4 Caucasian 70 Hispanic/Latino 0 Native American/American Indian 0 Other 0 3 Staff Demographics - Gender Male 90 Female 27 Unspecified 0 State Information 8

9 Plans & Collaborations Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Under Development No 9

10 Board & Governance Board Chair Board Chair Mrs. Amber Philpott Company Affiliation WKYT TV Term July 2012 to June Board Members Name Affiliation Status Mr. Michael Baer Tucker Ballinger Deb Bryant Kristin Clark Nick Cromer Andrew DeSimone Brandon Eason Andrea Elder Charlie Fox Chris Gilligan John Gohnmann Jim Goodman Deborah Haaker Piers Harvey William Haugh Shirie Hawkins Sherry Holley Michael Huff Andrea Lane Bill Mattingly Herb Miller Jennifer Miloszewski Gina Money Tracey Moore Reg Morris Stephanie Nallia Craig Olive Amber Philpott Edward Receski Dean Roethemeier John A. Ruffin Ellen Sharp Fusion Corp. Design Forcht Bank Saint Joseph East KY Farm Bureau E KY Power Sturgill Turner Kentucky Bank LBX City National Bank Xerox PNC Bank Keeneland Crowe Horwath, LLP Massage Envy Georgetown Community Hospital Kentucky Small Business Development Center Hilliard Lyons KEMI Keller Williams Realty Jackson Kelly Columbia Gas Blue & Co. Kentucky American Water The Moore Group Real Estate Retired Morgan Stanley Smith Barney LM Communications WKYT Frost Brown Todd Darley Farm AMR Management Services Central Bank 10

11 Mr. Ted Toponak Valvoline Andy Walker Your Community Bank Jason Wright Messer Construction Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 34 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 23 Female 22 Unspecified 0 Governance Board Term Lengths 2 Board Term Limits 9 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Number of Full Board Meetings Annually 6 Board Co-Chair Board CoChair Tracey Moore Company Affiliation The Moore Group Real Estate Term June 2014 to June tracey@themooregroupkw.com 11

12 Financials Fiscal Year Fiscal Year Start July 01, 2016 Fiscal Year End June 30, 2017 Projected Revenue $7,397, Projected Expenses $7,397, Endowment Value $0.00 Spending Policy N/A Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $7,352,588 $7,279,881 $6,259,528 Total Expenses $7,352,588 $7,279,881 $6,259,528 Revenue Sources Fiscal Year Foundation and Corporation $251,443 $229,599 $176,374 Contributions Government Contributions $4,486,561 $4,478,010 $4,090,443 Federal $4,486,561 $4,478,010 $4,090,443 State Local Unspecified Individual Contributions $695,908 $1,084,401 $888,892 Indirect Public Support Earned Revenue Investment Income, Net of Losses -- $104,196 $100,634 Membership Dues Special Events $64,940 $12,644 $36,518 Revenue In-Kind Other $1,853,736 $1,371,030 $966,667 12

13 Expense Allocation Fiscal Year Program Expense $5,932,588 $5,787,736 $4,969,906 Administration Expense $313,828 $487,060 $420,953 Fundraising Expense $1,106,277 $1,995,985 $868,669 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 81% 80% 79% Fundraising Expense/Contributed Revenue 20% 34% 17% Assets and Liabilities Fiscal Year Total Assets $3,486,142 $3,791,643 $3,898,835 Current Assets $873,168 $968,596 $1,150,432 Long-Term Liabilities $1,430,813 $1,395,449 $1,406,600 Current Liabilities $461,519 $435,436 $502,178 Total Net Assets $1,593,810 $1,960,758 $1,990,057 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 41% 37% 36% 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 State Registration State Registration Comments CEO Comments If you need further information on our state financial please let us know and we can send you a copy of our financial summary. 13

14 Foundation Staff Comments The 990s on this portrait are for the American National Red Cross organization. However, to provide a clearer picture of the financial activity at the local level, this organization has prepared financial data that applies to operations in Kentucky only. Financial data in the breakdowns and on the graphs were submitted by the American Red Cross Bluegrass Area Chapter and apply only to Kentucky. Asset and liabilities numbers are national Red Cross organization figures. 14

15 Documents Form 990s ARC ARC ARC ARC ARC ARC ARC_990_2009 ARC_990_2008 ARC_990_2007 Audit Documents ARC Audited Financials Bluegras Region ARC Audited Financials Bluegrass Region Audited Financial Statements ARC Audited Financial Statements Bluegrass Region Financial Statements Bluegrass Region Financial Statements Bluegrass Region Financial Statements Bluegrass Chapter 1 Financial Statements Bluegrass Chapter 2 Financial Statements Bluegrass Chapter Financial Statements Bluegrass Chapter Created Copyright 2017 Blue Grass Community Foundation 15