Manasota Buds Inc SUMMARY. Mission. Contact Information. General Information

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1 Manasota Buds Inc SUMMARY Mission To provide families with a neutral and supportive forum for sharing and networking, and to promote understanding and acceptance of Down syndrome. Contact Information Primary Address 8374 Market St., #113 Lakewood Ranch, FL Alternate Address 8374 Market St., #113 Lakewood Ranch FL Phone info@manasotabuds.org Website Facebook ManasotaBUDS Twitter ManasotaBUDS General Information nprofit Organization Does Business As (DBA) Manasota BUDS Supported Organization Tax Exempt Status Manasota Buds Inc Manasota BUDS Inc. Public Supported Charity Incorporation Year 2002 Awarded Community Foundation Grant Community Foundation Conducted a Site Visit Yes 1

2 State Charitable Solicitations Permit Yes Sept 2017 State Registration Yes July

3 BACKGROUND & NEEDS Impact Statement Manasota BUDS provides programs and services for individuals with Down syndrome and their families from birth through the adult years. Our core programs and services include new parent kits, monthly meetings, scholarships for summer camps and other activities, family events, programs and workshops, and Buddy Walk (annual awareness event). Needs Statement 1. Increase Manasota BUDS scholarship fund for summer camp and enrichment activities for individuals with Down syndrome - $10, Provide dance and martial arts classes for children with Down syndrome - $ Provide partial Therapeutic Riding (hippotherapy) scholarships for 10 children - $ Provide scholarships to BUDS families to assist with the cost of registration and hotel to attend the National Down Syndrome Conference - $10,000 5.Provide events to promote community awareness and acceptance of Down syndrome - $500 - $1500 Background Statement Manasota BUDS was formed in May 2002 by a small group of families who wanted to network, compare notes, share stories, and support one another. We held our first Buddy Walk in October 2002 and will celebrate our 16th Anniversary Buddy Walk on October 21, Statement from the Board Chair Manasota BUDS is committed to serving people with Down syndrome and their families in our community. The current Board is comprised of parents or family members who have a child with Down syndrome. Many of our programs have been designed by parents who have found a void in the community or other services. We are strong believers in supporting children and adults with Down syndrome, siblings, and parents to help strengthen families. Statement from the CEO/Executive Director Areas Served In a specific U.S. city, cities, state(s) and/or region. FL- Manatee FL- Sarasota FL- Charlotte FL- DeSoto FL- Hardee FL- Hillsborough FL- Lee FL-Pinellas Primarily Sarasota and Manatee counties. We would never turn a family away because of geographic location and in fact, through our social media channels, we assist families far and wide with support and information. 3

4 Service Categories Primary Organization Type Secondary Organization Type Tertiary Organization Type Human Services Diseases Disorders & Medical Disciplines Civil Rights, Social Action, Advocacy 4

5 PROGRAMS New Parent Kits Description New and expectant parent kits are available upon request. Kits include books and inspirational essays, local contact names and phone numbers, and information about Manasota BUDS, NDSS (National Down Syndrome Society), and NDSC (National Down Syndrome Congress). All materials are compiled and approved by Manasota BUDS parents, with families in mind. Budget $1, New Parent Kits are generally available at the following locations: Sarasota Memorial Manatee Memorial Lakewood Ranch Hospital Early Steps Healthy Start, Sarasota Healthy Start, Manatee USF Dept. of Genetics Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Education, General/Other Education, General/Other Yes People/Families with People of Developmental Disabilities Families Children and Youth (0-19 years) Less stress and fear of the unknown for parents of children with Down syndrome. Well-informed, confident parents of children with Down syndrome. Number of families who reach out to Manasota BUDS after receiving a kit; and feedback from families and other agencies who distribute the new parent kits. Program Success Examples A letter to the editor, SRQ Magazine, September 2011: When Mason's diagnosis of Down syndrome was confirmed, Katie (Katie Powers, Manatee Memorial, NICU) delivered a gift to us in the NICU that had a big impact on our lives. It was a New Parent Kit from Manasota BUDS that was filled with many excellent resources. It contained books and DVDs for us as parents and a contact person who I reached out to immediately." Laura Kramer, Parent 5

6 Small group activities Description Small group activities Little Buddies - age birth to five BUDS Kids - age 6 to 10 Teen BUDS - age 11 to 18 YADS - Young adults with Down syndrome, age 18+ DADS Manasota- Affiliates of DADS National Dads Appreciating Down Syndrome Mothers support group and events BUDS Book Club BUDS Sponsored Dance Classes BUDS Sponsored Martial Arts Classes Budget $6, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Human Services, General/Other Family-Based Services Yes People/Families with People of Developmental Disabilities Children and Youth (0-19 years) People/Families with People of Developmental Disabilities Individuals with Down syndrome build friendships with other individuals with Down syndrome while also providing an opportunity for their parents/caregivers to network and build friendships. Most small group activities also have a therapeutic goal. Ex. Sensory integration, social skill building, community awareness. Small group activities provide an opportunity for networking with other individuals with Down syndrome in the same age range. Attendance at events. Recognized by Manatee and Sarasota School Boards as a resource for parents. Partner with several other local nonprofit organizations. Parents of YADS (young adults with Down syndrome) report appreciation of opportunities for social interaction. Parents of Little Buddies (age birth to five) report appreciation of friendships and networking that takes place during events. 6

7 Scholarships Description Scholarships to Hope Haven Down Syndrome Clinic in Jacksonville, FL; summer camp and enrichment programs; state and national conferences. Budget $15, Hippotherapy scholarship programs at any approved therapeutic riding program. Category Program Linked to Organizational Strategy Population Served Diseases, Disorders & Medical Disciplines, General/Other Down Syndrome Yes People/Families with People of Developmental Disabilities People/Families with People of Developmental Disabilities Families Short Term Success Our short term goals for the various scholarship programs: Therapeutic horseback riding -- an important and proven method to improve physical strength for individuals with Down syndrome, most of whom experience a moderate level of low muscle tone. Therapeutic riding is also an effective social skills therapy. Short term success results in a stronger individual with Down syndrome. Education conferences at the local, state and national level -- informed parents/families feel empowered and encouraged in making decisions for their loved ones with Down syndrome to help them reach their full potential. Short term success results in confident and well-informed parents supporting their loved one with Down syndrome. Summer camp and enrichment programs -- our goal is to encourage individuals with Down syndrome to be active members of our community and to pursue their individual talents. Short term success results in happiness for an individual with Down syndrome, along with increased community inclusion for individuals with Down syndrome and higher self-esteem. Long Term Success Our long term goals for the various scholarship programs: Therapeutic horseback riding -- an important and proven method to improve physical strength for individuals with Down syndrome, most of whom experience a moderate level of low muscle tone. Therapeutic riding is also an effective social skills therapy. Long term success results in a stronger individual with Down syndrome. Education conferences at the local, state and national level -- informed parents/families feel empowered and encouraged in making decisions for their loved ones with Down syndrome to help them reach their full potential. Long term success results in confident and well-informed parents supporting one another in the community. Summer camp and enrichment programs -- our goal is to encourage individuals with Down syndrome to be active members of our community and to pursue their individual talents. Long term success results in increased inclusion for individuals with Down syndrome and higher self-esteem. Program Success Monitoring We monitor our programs closely for attendance and frequently ask for feedback from families about what is working, and what could be improved upon. 7

8 Program Success Examples An example of our scholarship program success is when families return from a national conference eager to share what they learned with other families in the group at a monthly meeting, via social media, or at a BUDS social event. Family Activities Description Group activities for families including Pathfinder Adventure Day, Year In Review Dinner Dance, 3-21 World Down Syndrome Awareness Day picnic, Big Cat Habitat, baseball games, and more! Budget $10, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Diseases, Disorders & Medical Disciplines, General/Other Down Syndrome Yes Families Elderly and/or Disabled Families will report a positive experience in survey of event. Families will feel connected to other families of individuals with Down syndrome. Family survey. A family new to the area attended an event and was informed of services available for their child with Down syndrome in our community as a result. Comments Program Comments by Organization We strive to provide programs and services for individuals with Down syndrome and their families. We are constantly modifying our programs and services based on expressed need from the families we serve. 8

9 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Executive Director N/A Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 0 Staff Retention Rate % Professional Development N/A Contractors 1 Volunteers 100 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A Collaborations We collaborate with other like-minded community organizations to provide programs and services on a regular basis. BUDS is well known by most organizations that help persons with Down syndrome or intellectual disabilities. Comments Management Comments by Organization We are looking to add an Advisory Board with the goal to receive more direction toward the future. The intent is to receive input and help with governance, policy and direction. 9

10 GOVERNANCE Board Chair Board Chair Michael Feduccia Company Affiliation Gateway Bank/Raymond James Board Term Aug 2012 to Aug 2017 Board Chair Board Members Name Affiliation Status Mr. James Baar JMC Communities Exofficio Mrs. Kylee Barry Parent Volunteer Voting Mrs. Mary Lou Bear BB&T Voting Mr. Michael Feduccia Raymond James Financial Services, Inc. Voting Mr. Aaron (AJ) Kramer Food Buy Inc. Voting Mrs. Brooke Olivieri Community Volunteer Voting Mrs. Marisol Rose Parent Volunteer Voting Mrs. Shaina Vaughn Community Volunteer Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 7 Hispanic/Latino 1 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 3 Female 5 t Specified 0 Governance Board Term Lengths 3 Board Term Limits 99 Board Orientation Number of Full Board Meetings Annually 5 Board Meeting Attendance % 79 10

11 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 100 Constituency Includes Client Representation Comments Governance Comments by Organization The board continues to adapt our mission statement of networking and promoting understanding and acceptance of Down syndrome by providing a forum for families to connect and share information -- both in person at group activities and online via social media. 11

12 FINANCIALS Current Financial Info Fiscal Year Begins 2016 Fiscal Year Ends 2017 Projected Revenue $97, Projected Expenses $111, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $0.00 Spending Policy N/A Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 IRS Form s Audit/Financial Documents Balance Sheet & Profit/Loss Activity Report Profit/Loss Activity Report Balance Sheet & 2015 Profit/Loss Activity Report Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency 12

13 Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses Fiscal Year Total Revenue $108,795 $72,940 $87,490 Total Expenses $86,111 $76,363 $82,198 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $108,760 $72,905 $87,149 Indirect Public Support $0 $0 $0 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $35 $35 $341 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 Expense Allocation Fiscal Year Program Expense $61,096 $39,996 $40,528 Administration Expense $25,015 $36,367 $11,757 Fundraising Expense $0 $0 $29,913 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 71% 52% 49% Fundraising Expense/Contributed Revenue 0% 0% 34% Assets and Liabilities Fiscal Year Total Assets $239,395 $216,711 $220,134 Current Assets $239,395 $216,711 $220,134 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $239,395 $216,711 $220,134 Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Contributions, gifts, grants $108,760 Contributions, gifts, grants $72,905 Contributions, gifts, grants $87,149 Second Highest Funding Source & Dollar Investment Income Investment Income Investment Income Amount $35 $35 $341 Third Highest Funding Source & Dollar Amount 0 $0 0 $0 0 $0 13

14 Comments Financial Comments by Foundation Foundations and corporations are included with individual contributions as they are not separated in the. Financial figures taken from. 14

15 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Years Strategic Plan Considers Management Succession Plan Continuity of Operations Plan N/A Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Yes Yes Affiliations Affiliation Year National Down Syndrome Congress 2003 National Down Syndrome Society 2003 Awards & Recognition Award/Recognition Organization Year Point of Light in the area of disability awareness Florida 2008 Government Licenses Is your organization licensed by the Government? Created Copyright