Joans Wish Foundation Inc dba Infinite Wishes Foundation

Transcription

1 Joans Wish Foundation Inc dba Infinite Wishes Foundation SUMMARY Mission The mission of Infinite Wishes Foundation is to improve the lives of adults suffering from a life-threatening illness through a non-medical, palliative approach. We strive to provide hope and encouragement to patients and their families by offering a therapeutic break from the daily stress and strain that accompanies the illness. By fulfilling wish trips, we hope to create lasting memories that may enhance their quality of life. Contact Information Primary Address 1858 Woodhaven Cir Sarasota, FL Alternate Address 1858 Woodhaven Circle Sarasota FL Phone info@infinitewishes.org Website Facebook infinitewishesfoundation Twitter infinitewishorg General Information nprofit Organization Does Business As (DBA) Infinite Wishes Foundation Tax Exempt Status Joans Wish Foundation Inc dba Infinite Wishes Foundation Public Supported Charity Incorporation Year

2 State Charitable Solicitations Permit Yes Feb 2019 State Registration Yes Dec

3 BACKGROUND & NEEDS Impact Statement Accomplishments for 2017Fulfilled four wishes in 2017Created new community partnerships with businesses, attractions, restaurants & hotelshosted several fundraisers in FL & NJCreated an extension program "Infinite Heroes" to fulfill wishes for two combat-wounded military active duty military or veterans per year.the Infinite Heroes program also includes "Giving Thanks" in which we deliver 500 gift bags to veterans in VA Nursing Homes in FL, NJ & TN.Selected and interviewed by Bay New 9 for their Hometown Heroes story Goals for 2018Raise awareness for Infinite Wishes Foundation and Infinite HeroesContinue to build partnerships with businesses and corporations Expand services to serve more wish applicants Collaborate with Children's Wish International to be able to serve Florida families having both an adult and child with a life-threatening illnessdevelop Infinite Families & Infinite Heroes extension programs Needs Statement Funding for wish granting (meals, travel, lodging, incidentals): $25-$2,500Marketing funds (printing, t-shirts, promotional materials, advertising): $2,000Volunteer appreciation (t-shirts, picnics & events): $1,000Operating expenses: $5,000 Background Statement Infinite Wishes Foundation is a 501(c)(3) nonprofit organization created to help adults ages 18-65, that have been diagnosed with a life-threatening illness, get their wishes fulfilled. Infinite Wishes Foundation is in memory of my best friend, Donna's sister-in-law and Al's sister Joan, who developed stage 4 lung cancer at the age of 53. Since she was a young girl, it was Joan's dream to swim with the dolphins. She loved dolphins and anyone that knew her, knew that, too! Joan was diagnosed with stage 4 lung cancer in February Joan had plans to come to Florida and I wanted Joan to have her wish fulfilled. I began researching for foundations to help grant her wish. As I researched, I was shocked to find there were only a few organizations to help adults and they were either state specific, disease specific, or had criteria she did not meet. I began reaching out to businesses in Florida to help with our desire to fulfill the wish for Joan. Reaching out to area businesses, I was able to get a hotel stay and Discovery Cove donated a day for Joan's to swim with a dolphin. That day, Joan looked and me and said "This is the best day of my life". Those words touched my heart and forever changed me. While Joan was in Florida, I also reached out to other local businesses to make her trip here memorable. Many businesses donated their services for Joan. The outpouring of support made me realize how much good there is in this world and I thought to myself "What could I do for people like Joan if I had money?" Joan died December 20, 2013, and in her memory, Infinite Wishes Foundation was established to help bring a diversion and some joy into the lives of other adults facing life-threatening illnesses. Dozens of organizations exist to help children with life-threatening illnesses fulfill their dreams and wishes. However, there are few that provide the same for adults. The goal of Infinite Wishes Foundation is to give those same opportunities to adults offering them a renewed sense of strength and hope. Having had personal experience with observing the impact of granting Joan's wish, I saw first-hand what giving someone a chance to fulfill their wish can do to change the overall outlook and add some relief from the battle against their disease. Joan came to Florida after 15 rounds of brain radiation. The stress, strain and effects of the treatments took a toll physically and mentally. When she had the opportunity to take a break from her illness and treatments; the results were overwhelming to see. It was as though for just a little while she was cancer-free and the worry and burden were lifted. She made an almost miraculous turnaround and was able to sleep, eat, and enjoy life as before her diagnosis. I bear witness to what the effect of time away, in a different environment; void of the treatment routine did for my friend. With a little bit of effort on my part; I was able to make a difference in her life. She went back home stronger, with a more positive outlook, rested and relaxed; to begin the next phase of treatment - chemotherapy. Months of research on the aging population and the impact of wish granting made me realize that this organization fills an under-served population of adults who have a life-threatening illness; who are just big kids deep inside and wishes, too! I am convinced that most people do not grow up...we marry and dare to have children and call that growing up. I think what we do is mostly grow old. We carry accumulation of years in our bodies, and on our faces, but generally our real selves, the children inside, are innocent and shy as magnolias. Maya Angelou The 3

4 foundation's philosophy is simple: working together to deliver dreams; providing lasting, memorable experiences and enhancing the lives of adults with a life-threatening illness. From the Washington Post: There were 76 million people born between the years 1946 and 1964, the traditional window for the baby boom generation. That means that they will retire over a 19-year period. Simple math shows that 76 divided by 19 is 4 million, or almost 11,000 people a day. From The Center to Advance Palliative Care Facts and Stats:Approximately 90 million Americans are living with serious life-threatening illness, and the number is expected to more than double over the next 25 years with the aging baby boomers. By 2020, the number of people living with at least one chronic illness will increase to 157 million. Today, seven out of ten Americans die from chronic disease Statement from the Board Chair I am very honored to be part of Infinite Wishes Foundation. Joan was not only my husband's sister, she too was my sister; forever in my heart. Her death left a profound silence in our hearts, but her life as she lived it gave us the inspiration to help others. The challenges we face as a nonprofit is the same as other charities; operating on a limited budget, with limited resources, working diligently to raise awareness and funding to carry out our mission. Our commitment to Joan's memory keeps us moving forward.we have grown by leaps and bounds these past few months -- almost too good to be true. We are forever grateful to our guiding star and angel...joan; who is the inspiration in helping others in need. May she forever be present in our desire to help others gather strength and courage while creating happy memories. "INSPIRED BY A HERO...GUIDED BY AN ANGEL" Statement from the CEO/Executive Director Areas Served Local FL State Wide NJ Currently, we are only serving Florida & NJ Service Categories Primary Organization Type Human Services 4

5 PROGRAMS For the Children Description Services for children with a life-threatening illness and have a parent (that we are granting a wish) with a life-threatening illness. Budget $1, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Human Services, General/Other Children & Youth Services Yes Children and Youth (0-19 years) Children and Youth (0-19 years) Children and Youth (0-19 years) When the program is established, we anticipate our short term success will be to bring joy to children who are sick the opportunity to enjoy something for themselves. We anticipate that our long term success will be to offer critically ill children the opportunity to feel special while granting a wish to their parent suffering from a life-threatening illness. We will conduct phone interviews as a follow-up to our program. We will also measure by responses received by us from the participants in the form of s, letters and phone calls Future examples will be exhibited in pictures and statements from the children with the special gift they have purchased, or the special dinner, or outing they were able to experience with the gift cards provided. 5

6 Infinite Families Description In Memory of our both my mother and Donna's mother, we have a program to help children 18 years of age or younger, with a parent battling a life-threatening illness, and the child themselves have been diagnosed with a life threatening illness. We have partnered with Children's Wish Foundation International to fulfill wishes for Florida families the have an adult with a life-threatening illness and also have a child with a lifethreatening illness. We will collaborate efforts to fulfill wishes for both the adult and child in memory of Joan and children in memory of our mother's. Our mothers were very active and supportive of children's charities. This program carries on their legacy and their love for helping children with a life-threatening illness. Budget $1, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Human Services, General/Other Children & Youth Services Yes Children and Youth (0-19 years) When the program is established, our short term success will be to bring joy to adults and children with life-threatening illnesses within the same family. The long term success will be to touch the lives of both the children and the parents with a life-threatening illness a more enhanced experience by offering to include the child's wish that can be combined along with the adult wish that we will fulfill for the adult. The future program will be measured by the feedback from the parents, children and family as a whole. Follow-up phone communication will be recorded and reviewed to look for ways to monitor and expand the program. We will continue to develop new ways of creating a more memorable family experience. Our future program and the supporting data compiled and reviewed by the board to measure the program's success and evaluate its impact. 6

7 Infinite Heroes Description We are proud to announce that we have developed an extension program to help the brave men and women of our military receive some respite and much needed relaxation for the ultimate sacrifice they make to defend our country. We provide (2) respite trips "Gratitude Tours" for active duty military or veterans that have been combat-wounded and are disabled and/or mobility impaired, or have a service-related life-threatening illness. To date, we have fulfilled three "Gratitude Tours". In addition, we have a VA Nursing Home gift bag program we call "Giving Thanks" and we deliver gift bags filled with esstenials and playin gcards, word search books and other items to 500 veterans during the Thanksgiving holiday. Budget $1, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Human Services, General/Other Respite Care Yes Adults People/Families with of People with Physical Disabilities To honor active duty military and veterans who have been wounded in combat and suffered the loss of a limb, are disabled, or suffer from a service related life-threatening illness. Our goals is to provide a respite trip for these brave men and women who have or continue to serve our county. Our "Giving Thanks" program is in its second year. Both years combined, we will have delivered a total of almost 1,000 gift bags to veterans in VA Nursing Homes in FL, NJ & TN. To continue to fulfill "Gratitude Tours" and to continue to provide "Giving Thanks" bags to veterans. Many of the veterans in nursing homes lack the essential personal care items and Positive feedback from VA Retirement Hospital staff, veterans and their families, and overall interest and donations received for the program. Our first recipient was so grateful that he has become a member of Infinite Wishes Foundation and serves as an Infinite Heroes Assistant Program Director. Comments Program Comments by Organization We anticipate that there will be adults that we will serve that may have children that have life-threatening illnesses as well. This program will help to give the child the opportunity to have a wish fulfilled make them feel special too. 7

8 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 0 Volunteers 25 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A N/A Collaborations Alex & Ani Charmed By Charity Wines for Humanity Children's Wish Foundation, Inc. QuickChek NJ Festival of BallooningDiscount Prescription Services - Sarasota, FL Donation Line, LLC. 8

9 GOVERNANCE Board Chair Board Chair Lisa Frick Company Affiliation Community Volunteer Board Term Jan 2015 to Jan 2018 Board Chair Board Co-Chair Board Co-Chair Company Affiliation Board Co-Chair Donna Werdann Community Volunteer Board Members Name Affiliation Status Lisa Frick Donna Werdann Alfred J Werdann Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 3 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 1 Female 2 t Specified 0 Governance Board Term Lengths 2 Board Term Limits 3 Board Orientation Number of Full Board Meetings Annually 1 Board Meeting Attendance % 67 9

10 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions Yes 100 Percentage of Board Making In-Kind Contributions 100 Constituency Includes Client Representation Comments Governance Comments by Foundation The board attendance rate reflects only one meeting. 10

11 FINANCIALS Current Financial Info Tax Year Begins 2018 Tax Year Ends 2019 Projected Revenue $10, Projected Expenses $3, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $0.00 Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 IRS Form 990s Form Form 990 Form 990 Form 990 Audit/Financial Documents Financials Financials Financials Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses 11

12 Fiscal Year Total Revenue $18,539 $14,010 $6,054 Total Expenses $19,778 $11,120 $8,543 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 $18,539 $14,010 $6,054 Indirect Public Support $0 $0 $0 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $0 $0 $0 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 $7,116 $2,761 $1,529 Administration Expense $12,662 $8,359 $7,014 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 36% 25% 18% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Fiscal Year Total Assets $6,157 $7,396 $4,506 Current Assets $6,157 $7,396 $4,506 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $6,157 $7,396 $4,506 Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Contributions, gifts, grants $18,539 Contributions, gifts, grants $14,010 Contributions, gifts, grants $6,054 Second Highest Funding Source & Dollar 0 $0 0 $0 0 $0 Amount Third Highest Funding Source & Dollar Amount 0 $0 0 $0 0 $0 Comments Financial Comments by Organization The financial challenges Infinite Wishes Foundation faces are raising funds to grant wishes, and offset operating expenses. Our plan is to continue with fundraising and attend community events; raising awareness about the foundation and its services. We will develop partnerships with business and corporations; fostering long-term and mutually beneficial relationships that inspire sponsorships, monetary and in-kind donations. 12

13 Financial Comments by Foundation Financial information taken from Federal 990-EZ. Contributions include foundation and corporate support. 13

14 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan 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 Yes Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright