Lakewood Ranch Rotary Club SUMMARY Mission To develop and implement educational, humanitarian and vocational projects that address demonstrated needs in the local community, within the district and/or other districts and countries of Rotary. Contact Information Primary Address 8374 MARKET STREET NO 449 LAKEWOOD RANCH, FL 34202-5137 Phone 941 870-0002 Email Website http://www.lakewoodranch-rotary.com Facebook RotaryClubLakewoodRanch/ General Information nprofit Organization Does Business As (DBA) The Rotary Club of Lakewood Ranch Tax Exempt Status Lakewood Ranch Rotary Club Public Supported Charity Incorporation Year 2002 State Charitable Solicitations Permit Yes June 2018 State Registration Yes May 2018 1
BACKGROUND & NEEDS Impact Statement Books for Kids has over 75 trained volunteers working in seven schools in Manatee and Sarasota Counties. We are presently helping over 1500 second and third grade boys and girls and distributing 1500 books a month. These boks are a gift, a gift that we all take for granted, a gift that is in our homes but not necessarily in their homes. In low income homes, the ratio of books to children is one age appropriate book for 300 children. But it's not just the distribution of the books that is important. These readers are helping with the reading comprehension skills, critical thinking character development, career education and helping to convey the joy of reading to these children. Needs Statement Specific Objectives: 1.Purchase and distribute over $15,000.00 books next school year and raise over $35,000.00 2.Readers-We will need over 90 readers 3.Large site for the thousands of books that we have. 4.Part Time Coordinator 5.Parent Literacy Program-$5000.00 Background Statement The Rotary Club of Lakewood Ranch was chartered on April 20, 2001. Since that time, the club has grown from 26 members to over 80 members. The club is involved in numerous projects in our community and around the world and have given more than $1.5 million to support various charitable organizations The Books For Kids mission is to raise the reading levels of elementary school students by helping with reading comprehension and by providing "Books For Kids". We will also engage parents and guardians in literacy based activities so that the entire family can become involved. Literacy Problems continue to grow and we are trying to spread the word that literacy matters. It matters to the 37 million American adults that are functionally illiterate, it matters to the 1.1 million students who drop out of our schools every year, it matters to 64% of the boys and girls in the state of Florida who are below grade level in reading in Manatee County. Statement from the Board Chair Statement from the CEO/Executive Director The Rotary Club of Lakewood Ranch is on a mission to make a difference in the lives of children. To do this, the Books For Kids, Promoting Literacy Program was developed and implemented. The purpose is to help raise the reading level of the boys and girls. The program begins with the knowledge that we need to get books into the hands of boys and girls, books that they can treasure and that they can bring home and begin to build their own libraries. Since initiating Books For Kids last year, it has grown to include 75 readers, 25 of whom are Rotarians. This year, Books For Kids distributed 11,000 books, If you add the 6300 books that we distributed last year, we will have distributed over 17,000 books in two years. 2
Our goal is to have over 90 readers next school year and distribute over 15,000 books. Books For Kids makes a difference. Christopher Morley wrote, When you give someone a book, you don t just give him paper, ink and glue. You give him a whole new life. Areas Served FL- Sarasota FL- Manatee Service Categories Primary Organization Type Secondary Organization Type Education Human Services 3
PROGRAMS Books for Kids Description Books For Kids is a program that brings books into the schools. This program serves elementary school students. To adopt a classroom for the year the cost is $1500. Budget $15,000.00 Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Education, General/Other Literacy Yes Children Only (5-14 years) Minorities At-Risk Populations 42 volunteers are going into five schools and reaching out to 900 boys and girls. Each trained volunteer is given a Read Aloud book and questions related to the book. These questions are designed to help students with reading and listening comprehension skills. Each book also has a theme that is also reinforced by the volunteer. When this is completed, the volunteer will have varied books so that each boy and girl will receive a book. By the end of the year, each child will now have eight different books that they can bring home. Over 10,000 books have been distributed in less than two years. We measure the amount of books distributed to each school. We also measure the amount of volunteers engaged with the program. I am writing to express my thankfulness for the Books For Kids Program and the impact it has on my students. Many of my students come from households where books are not readily available, A day when our guest reader arrives is a HAPPY day for all of us. My students are so excited that they are on the edge of their seats as they wait for our reader, and their new friend, to walk through the door. It is evident that he has chosen a book with care and has prepared meaningful discussion afterwards. My students eagerly listen to the new story and enjoy the follow up discussion for deeper comprehension. After the read aloud comes their favorite part of the day. Each of my students gets to choose a brand new book to keep. The excitement on their faces and in their hearts is evident. They hold on to these books as treasures and can't wait for time to look at them and read them. Most often, when our guest reader departs, I allow my students time to buddy read and dive into their new books. They are too excited to concentrate on anything else. I sincerely hope that this valuable resource will continue in the future. The experience of having a dependable role model share a favorite book and a gift of a new book will certainly leave a lasting impression on my students. M. Overby 4
MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Email 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 90 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A Collaborations We partner with several agencies in Manatee and Sarasota counties.our partnerships include but are not limited to: All Faith Food Banks, Bashaw Parent Teachers Organization, Big Brothers Big Sisters, Child Protection Center, EasterSeals of Southwest Florida, Florida Center for Early Childhood, Family Partnership Center, Foundation for Dreams, Junior League of Manatee, Rotary Camp Florida, Tidewell Hospital, Van Wezel Foundation, and Yummy Stuff Club. 5
GOVERNANCE Board Chair Board Chair Steve Bordes Company Affiliation Employment Board Term June 2017 to May 2018 Board Chair Email rsbordes@yahoo.com Board Co-Chair Board Co-Chair Ken Kaplan Board Term June 2017 to May 2018 Board Co-Chair Email kkaplan47@gmail.com Board Members Name Affiliation Status Laura Adcock VP Voting Scott Andritt Community Volunteer Voting Steve Bordes Community Volunteer Voting Vonda Johnson Retired Voting Kenneth Kaplan Community Volunteer Voting Ted Lindenburg Retired Voting Jim McDaniel Executive Director St Josephs Voting Preston Olinger Retired Voting Bill Porter Recruiter Voting Rick Schendel Community Volunteer Voting Sally Waldo Retired Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 9 Hispanic/Latino 2 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 8 Female 3 t Specified 0 6
Governance Board Term Lengths 1 Board Term Limits 2 Board Orientation Yes Number of Full Board Meetings Annually 12 Board Meeting Attendance % 84 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 Standing Committees Education 7
FINANCIALS Current Financial Info Tax Year Begins 2017 Tax Year Ends 2018 Projected Revenue $98,370.00 Projected Expenses $96,260.00 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 s 990 990 990 990 Solvency Short Term Solvency Current Ratio: Current Assets/Current Liabilities 3.99 1.13 1.11 Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses 8
Total Revenue $305,891 $163,459 $81,390 Total Expenses $344,652 $152,748 $65,901 Revenue Sources 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 $94,798 $915 $4,286 Indirect Public Support $0 $0 $0 Earned Revenue $62,000 $57,125 $53,245 Investment Income, Net of Losses $22 $39 $11 Membership Dues $15,551 $13,500 $12,423 Special Events $133,520 $91,880 $11,425 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 Expense Allocation Program Expense $336,675 $147,883 $62,632 Administration Expense $7,977 $4,865 $3,269 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 0.89 1.07 1.24 Program Expense/Total Expenses 98% 97% 95% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Total Assets $204,062 $250,962 $176,299 Current Assets $204,062 $250,962 $176,299 Long-Term Liabilities $0 $0 $0 Current Liabilities $51,202 $222,682 $158,730 Total Net Assets $152,860 $28,280 $17,569 Top Funding Sources Top Funding Source & Dollar Amount Fundraising $133,520 Fundraising $91,880 Meetings & Social Functions $53,245 Second Highest Funding Source & Dollar Contributions, gifts, Meetings and Social Membership Dues Amount grants $94,798 Functions $57,125 $12,423 Third Highest Funding Source & Dollar Amount Meetings and Social Functions $62,000 Membership Dues $13,500 Fundraising $11,425 Comments Financial Comments by Foundation Financial information taken from Federal 990. Contributions may include foundation and corporate support as they are not separately stated. 9
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 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created 07.16.2018. Copyright 2018 10