Alpha Phi Omega, Inc.

Transcription

1 Alpha Phi Omega, Inc. General Information Contact Information Nonprofit Alpha Phi Omega, Inc. Address 1441 E 104th Street Kansas City, MO Phone (816) Website Facebook facebook.com/alphaphiomega.usa Twitter twitter.com/apostaff development.admin@apo.org At A Glance How to donate, support, and volunteer Alpha Phi Omega accepts gifts of cash and stock along with deferred gifts. To learn about the various ways to give, visit apo.org/give. 1

2 Mission & Areas Served Statements Mission Statement Alpha Phi Omega s mission is to prepare campus and community leaders through service. Background Statement Frank Reed Horton founded APO in 1925 at Lafayette College in Easton, Pennsylvania. A few years later, H. Roe Bartle became National President until Since then, more than 425,000 members have joined Alpha Phi Omega. Today there are active chapters on almost 400 campuses across the Country. In the last 20 years membership growth has more than doubled. We care about the numbers because that means more people serving more communities across the country. Resulting in more campus and community leadership. Impact Statement Student members of Alpha Phi Omega donate over 1.2 million hours of service and volunteerism to improve their campus, community and Country. Needs Statement As we set our sights on growing Alpha Phi Omega-led service on campuses across the country, gifts to APO enable us to sustain chapters and support leaders and ensures that the principles of Leadership, Friendship and Service live on. CEO/Executive Director/Board Chair Statement The overall health of Alpha Phi Omega is strong following the successes of the inaugural Leaders in Service Campaign, a multiyear fundraising effort that raised $4.25m in just over three years. As a result, the Fraternity continues to benefit from a renewed commitment to programmatic support and member recruitment and growth, stemming from the purchase of a new National Office in September Service Categories Student Sororities & Fraternities Areas of Service Areas Served Areas National 2

3 Programs Programs APO LEADS Description Category APO LEADS is our leadership development program that takes participants on A Personal Odyssey over 5 courses of Launch, Explore, Achieve Discover, and Serve. Through this program and hands on experience we develop campus and community leaders through service. Education, General/Other Extracurricular Activities Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Participants understanding of leadership, evaluation and implementation of skills learned, and the number of hours volunteered to help organizations are all ways we measure shorter-term success. We measure the success of our programs through the number of campus and community leaders who are members of Alpha Phi Omega. We do not care if they are leading in their place of worship, their school, a nonprofit, or as an elected leader. Any leadership that can improve their community and in turn improves the world is fulfilling our mission. Post program evaluation and member engagement. In the last ten years we have served more than 20,000 college aged members in our leadership program. These members have gone on to be executives and senior managers at non-profits big and small, joined Teach for America, Peace Corp., Girl Scout and Boy Scouts professional staffs just to name a few. Alumni repeatedly tell us they gained their passion for volunteering through Alpha Phi Omega. 3

4 Alpha Phi Omega National Service Week Description Category The first week of every November is Alpha Phi Omega s National Service Week. Our 400 chapters use this week of volunteering to support programs around a general area of need. The students who attend our National Convention select this area of need. These themes have ranged from helping those with disabilities to getting out the vote and everything in-between. The current year s area of emphasis for this week of service is respect for others. Some programs that support this theme are based on anti-bullying, diversity, inclusiveness programs, for their communities. Community Development, General/Other Community Development, General/Other Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success The short-term goals are area of emphasis specific and similar to the longterm goals. How many chapters used the area of emphasis, how many hours were dedicated to the area of emphasis and how many people in the community benefited from the emphasis area. The National Service Week long-term success is based on how many chapters participate in the program, how many volunteer hours are dedicated to the area of emphasis, and number of people in our communities that benefit form the program. Survey results, chapter reporting, and media mentions. Last year with our emphasis on helping those with disabilities we were able to assist more than 20,000 people with disabilities through a variety of agencies and programs. Our members committed more than 100,000 hours of service to helping those with disabilities in this one week. CEO Comments This year we will realign our geographic boundaries that we use to administer our chapters so that we can provide better training and mentoring for our student leaders from our alumni volunteers. 4

5 Leadership & Staff Executive Director/CEO Executive Director Term Start Apr Mr. Robert London Compensation $150,001 - $175,000 Experience Bob has over 30 years of experience in association and non-profit management. Senior Staff Ms. Linda Secrist Title Deputy Executive Director, Director of Finance Ms. Stacey Robinson Title Director of Chapter Services Staff Paid Full-Time Staff 17 Paid Part- Time Staff 0 Volunteers 4500 Retention Rate 94% Paid Contractors 0 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 Plans & Policies Organization Has a Fundraising Plan Organization Has a Strategic Plan Management Succession Plan Organization Policy and Procedures 5

6 Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Government Licenses Is your organization licensed by the government? 6

7 Board & Governance Board Chair Board Chair Honorable John K. Ottenad Company Affiliation State of Missouri Term Jan 2015 to Dec Board Members Name Mr. Jeremy Bingman Mr. Rob Coop Ms. Melissa DeLuka Mr. George Kober Mr. Kent Lee Mr. Robert London Ms. Melody Martin Honorable John K. Ottenad Mr. Keith Roots Mr. Mark Stratton Mr. Ken Tinkler Dr. Vasti Torres Ms. Jennifer Znosko Affiliation yhlsoft, Inc USI Consultants, Inc. Ford Motor Company Alpha Phi Omega State of Missouri Littler Mendelson Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 1 Caucasian 10 Hispanic/Latino 1 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 9 Female 4 Unspecified 0 Governance Board Term Lengths 2 7

8 Board Term Limits 0 Board Meeting Attendance % 100% 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 2 Standing Committees Audit Executive Finance Nominating 8

9 Financials Fiscal Year Fiscal Year Start Aug 01, 2017 Fiscal Year End July 31, 2018 Projected Revenue $2,132, Projected Expenses $2,092, Endowment Value $5,785, Spending Policy Income plus capital appreciation Percentage 0% Detailed Financials Revenue and Expenses Total Revenue $2,121,393 $2,496,838 $2,349,093 Total Expenses $2,074,238 $2,367,488 $1,840,269 Revenue Sources Foundation and Corporation $374,328 $839,057 $347,579 Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified $0 $0 $0 Individual Contributions Indirect Public Support $0 $0 $0 Earned Revenue $264,648 $266,348 $245,050 Investment Income, Net of Losses $31,550 $28,516 $397,698 Membership Dues $1,359,220 $1,362,545 $1,358,615 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $147 $372 $151 9

10 Expense Allocation Program Expense $1,433,238 $1,741,236 $1,170,107 Administration Expense $367,807 $345,247 $387,175 Fundraising Expense $273,193 $281,005 $282,987 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 69% 74% 64% Fundraising Expense/Contributed Revenue 73% 33% 81% Assets and Liabilities Total Assets $9,412,137 $8,058,473 $7,760,926 Current Assets $6,408,151 $6,600,492 $6,551,230 Long-Term Liabilities $1,378,003 $24,017 $21,407 Current Liabilities $319,839 $406,423 $239,925 Total Net Assets $7,714,295 $7,628,033 $7,499,594 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 15% 0% 0% Top Funding Sources 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 Campaign Purpose. Goal $4,250, Dates Sept 2013 to Dec 2017 Amount Raised to Date $4,175, as of Aug 2017 Capital Campaign Anticipated in Next 5 Years? Foundation Comments FYE 7/31/2016, 2015, 2014: Financial data reported using IRS Form 990. Foundation/corporate revenue line item may include contributions from individuals. Created Copyright 2019 Greater Kansas City Community Foundation 10