2014 Cheq Bay Annual Report (2)FINAL7272015
- 2. CREATING THE CHANGE Our 2014 Annual Report recognizes the broad support of the residents, organizations, and businesses for Chequamegon Bay Area Community Fund. We wish to express our sincere gratitude to all of you for your generosity and that of the Otto Bremer Foundation challenge matches which allowed us to meet and exceed our 2014 $100,000 fundraising goal. The Chequamegon Bay Area Community Fund (CBACF) advisory board assesses community needs, takes a leadership role in building a sustainable, healthy community, and develops endowment funds for grant making in the arts, education, the environment, economic development, and human services. CBACF is proud to support community efforts. We worked with our parent foundation, DSACF, to provide input to create a philanthropic protocol for community disaster preparedness. Mary Trettin chaired our second non-profit organization grant writing and fundraising workshop. Rick Geisen organized our second Thanksgiving Day Turkey Trot. Ruth Goetz spearheaded our development efforts. Irene Blakely grew the membership of our board and Friends. We partnered with Washburn Community Education Foundation and Big Top Chautauqua who have established organizational endowment funds with CBACF. Our mission is to promote private giving for the public good and we hope this report will inspire your faith in our mission and will encourage your continued philanthropic investment. 2014 CBACF ADVISORY BOARD MEMBERS LETTER TO THE COMMUNITY 2014 Board Chair Karen Ruedi Crowell (l.) and Affiliate Officer Madelaine Herder (r.) The CBACF mission is to promote private giving for the public good and our areas future: n Attract and manage a growing endowment; n Provide service and resources for donors with philanthropic interests; n Identify community needs by making strategic grant awards to area non-profits. Mark Abeles Allison is County Administrator for the Bayfield County Board. Susan Anderson retired after a long career in not- for-profit management with a special interest in visual arts. She also served for several years as the director of the Target Foundation in Minneapolis. Irene Blakely (Vice Chair), an original board member, chairs the Leadership Committee. Former Washburn mayor and professor/administrator at Northland College, she is now vice president of the Alliance for Sustainability, member of the Memorial Medical Center Medical Ethics Board and the Washburn Heritage Association. Beta Bodin was a founding and long time board member of the Apostle Island Area Community Fund and has been active in the community. She operates the Brownstone Centre and Sweet Sail- ing in Bayfield and is President of Bodins Inc. Karen Crowell (Board Chair) has been with CBACF since its inception and is active with all facets of the boards activities. Karen also serves on the Northern Lights Services board and is a member of the Chequamegon Universalist Unitarian Fellowship. Rick Geisen is a founding board member. Rick has led our signature fundraising event, the Turkey Trot Fundraiser. Rick is president of the local Bremer Bank. He serves on the Bayfield Economic Development Committee. Mackenzie Grutzner (summer intern) attends the University of Wisconsin, Madison, studying Community and Nonprofit Leadership and Spanish. She studied abroad in Spain and is working for a nonprofit in Madison. Ruth Goetz leads our development committee and the region in fundraising, having raised over $7 million dollars for area non profits. She is active with the Lake Superior Big Top, Friends of the Apostle Islands, Northern Great Lakes Visitor Center and Ashlands Ore Dock Committee. Leslie Hamp orchestrated PR efforts with Turkey Trot and the grant writing workshop. Master Coach, Licensed Passion Project Facilitator & author of Create the Life You Crave. We wish Leslie the best and thank her for her service. Cheryl Hicks, new board member, serves on the grant writing workshop committee. She retired from the Northland College Business Office and volunteers for the Elks Radio Auction to benefit the areas Special Olympics program. Jeffrey Muse contributes greatly with his pulse on the region. Jeffrey is Director of the Great Lakes Fish and Wildlife Committee. He serves on the New Day Shelter Board and the WPR Board. Shari Nelson lives part time in Dallas and spends summers in Bayview, WI. She and her family are active with the Turkey Trot and hosted the 2014 Mostly Social at her gracious home. Mary Trettin leads our annual grant writing workshop and sits on the leadership committee. Mary is an associate at Northland College and enjoys many local outdoor amenities and all things Northland College. L-R, front: Susan Anderson, Ruth Goetz, Mary Trettin, Irene Blakely, Cheryl Hicks, Beta Bodin, Karen Ruedi Crowell, Mark Abeles Allison, and Madelaine Herder. Back: Jeffrey Muse, Rick Geisen Thank you for your generosity and your optimism for the future of Chequamegon Bay. Karen Ruedi Crowell, Chair Madelaine Herder, Affiliate Officer Not pictured: Leslie Hamp, Shari Nelson
- 3. OUR BOARD AT WORK In January 2014, Chequamegon Bay Area Community Fund held a grant making/fundraising workshop for over 75 nonprofits. Local grant writing expert, Sharon Stewart (at left), was the keynote speaker. Other presenters included: Ruth Goetz, Leslie Hamp, Chelsea Spreeman, Kevin Stranberg, Glenn Carlson and Dr. Darrell Robertson. Thanks to all! Recognizing the need for funding, in particularly with environmental nonprofits, CBACF held a luncheon with National Fish and Wildlife Foundations Donn Waage and Eric Forward of the Central Partnership Office. CBACF is committed to funding grant projects in the arts, education, human services, economic development and the environment. In 2014, Duluth Superior Area Community Foun- dation expanded its ability to implement disaster response. Because of its leadership in addressing the Duluth 2012 flash flood. DSACF was selected as one of 17 community foundations from the Midwest to participate in a new philanthropic-based, disaster preparedness, response and recovery program: Philanthropic, Preparedness, Resiliency, and Emergency Partnership (PPREP). CBACF advisory board members worked with DSACF Philanthropic Officer, Keri Cavitt to implement a philanthropic disaster response for the Chequamegon Bay, both in the immediate aftermath and during long-term community rebuilding and resiliency. The Turkey Trot was colder than in earlier years minus 10 degrees with snow but the show went on with over 120 runners. First place winners were Nile Merton and Alexis Griggs (facing page, upper right). We are grateful for sponsorship from Memorial Medical Center Physical Therapy Group and BMO Harris Bank, and the talented Lissa Fleming of Silverwaves for creating and donating medals. CBACF raised over $2500 and the amount was matched 1:1 by the Otto Bremer Foundation for our Program Services Fund. Alexis Griggs and Nile Merton, 1st place winners Lissa Flemming Mari Kay Nabozny, Avria and Latricia Dugger Mike Sandor and son Zane Shari Nelson and Susan Kelly Top: Sharon Stewart Middle: Katie Hancock, Caroline Perkins, and Suzanne Rooney Above: Charles Connor, Bad River grant writer, and Frank Koehn A cold, sunny race day Anders Geisen, Madelaine Herder, Rick Geisen
- 4. FINANCIAL STATUS 2014 2013 Public Support and Revenue Contributions $ 121,583 134,012 Donated Services Interest and dividends 5,949 2,721 Net realized and unrealized gain 4,349 15,559 Refunds of grants Miscellaneous TOTAL PUBLIC SUPPORT AND REVENUE 131,881 152,292 Grants, Fees, and Operating Expenses Grants and scholarships 14,566 1,097 Investment management fees 867 588 Miscellaneous Transfer 6,552 Functional expenses Program services 617 1,112 Fund raising 16,439 11,834 Public education 23,807 24,385 Management and general 128 136 Total Functional Expenses 40,991 37,467 TOTAL GRANTS, FEES, AND OPERATING EXPENSES 62,976 39,152 Change in net assets 68,905 113,140 NET ASSETS, BEGINNING OF YEAR 282,066 168,926 NET ASSETS, END OF YEAR 350,971 282,066 DULUTH SUPERIOR AREA COMMUNITY FOUNDATION CHEQUAMEGON BAY AREA COMMUNITY FAMILY OF FUNDS Linda Jorgensons Harold and Laura Jorgenson Memorial Scholarship Fund helps fund college for graduates of Duluth and Ely Memorial high schools who will major in environmental science or social work, with emphasis on students who would be the first of their family to attend college. In 2010, Cindy Dillenschneider and Jason Maloney set up The Outward Education Fund and the Cindy A. Dillenschneider and Jason L. Maloney Education Scholarship, a legacy circle scholarship fund. Their bequest gifts allow area students to receive assistance to attend environmental camps and financial aid to area students to attend Northland College. The Legacy Circle recognizes estate plan provisions which leave a planned gift legacy: Petra Holter; Cindy Dillenschneider and Jason Maloney; and Michael Crowell and Karen Ruedi Crowell. Organizational Endowment Funds are created by or on behalf of a nonprofit to gain visibility for the organization and its endowment. Washburn Community Education Foundation Fund facilitates educational excellence for Washburn School District students. Lake Superior Big Top Chautauqua Blue Canvas Fund provides funds for periodic replacement of the Big Top Chautauqua tent. Acorn Funds are a commitment to contribute at least $10,000 (minimum gift of $1,000/year), up to a 10-year period. The Fund grows in the Unrestricted Endowment or can be placed in an established Organizational Endowment. Our Unrestricted Fund supports grant-funded projects in Washburn, Ashland and Bad River addressing regional needs now and responds to change. Thank you Acorn Fund Donors: Kevin Hunt, Michael Crowell and Karen Ruedi Crowell, Karl and Shari Nelson, Michael Miller and Mary Trettin, and Kris and Jeff Von Holzen. DONORS A. A. Koeller ABC Healthy Families, Inc. Dave & Kathy Allen Susan & Brad Anderson Yvonne Aronson & Scott Bretting Carol & Richard Avol Anonymous Apostle Islands Realty Kathleen C. Russell Bodins Inc Jo Bailey Bremer Bank, N.A. Janet Bewley & David Saetre Irene H. Blakely BMO Harris Bank Peter & Carla Bremner Becky J. Brown & Kenneth M. Bro Robert & Marilyn Buscher Marilyn Buscher Ann & Donn Christensen Michael Crowell & Karen Ruedi Crowell Cindy Dillenschneider & Jason Maloney Duluth Superior Area Community Foundation Ed Monroe Bay Area Photography Mark & Shari Eggleson Rudd Falconer & Ms. Jill Lorenz Mike Fiorio Kathy Gang & Scott Armstrong Rick & Colleen Geisen Ruth Goetz DONORS Richard & Diana Granger James & Leslie Hamp Madelaine Herder Cheryl & Tim Hicks Kevin Hunt Dan & Mary Hymans Mike & Connie Jackson Joseph & Elizabeth Jauquet Gene & Joy Jordan Christine Lindsey Judy & Tom Manley Ted May Napa Auto Parts Karl & Shari Nelson Kim & Derek Ogle Otto Bremer Foundation Pace Woods Foundation Beth & Steve Probst Charles & Arlene Simonian Family Trust John & Sharon Stewart Mary Trettin & Michael Miller Jack & Mary Wichita United Way of Wisconsin Washburn Chamber of Commerce Chequamegon Bay Turkey Trot 120+ runners Washburn Ranger District Social Club *2014 Donors are in bold EXPLORE GIVING Madelaine Herder 715.779.7021 651.792.5534 CREATING THE CHANGE
- 5. 300ManypennyAvenue P.O.Box332,Bayfield,WI54814 715-779-7021 READY TO EXPLORE GIVING? Madelaine Herder, Affiliate Officer 715.779.7021 651.792.5534 mherder@dsacommunityfoundation.com Graphics:RosNelson,WashburnWI PRESORTED STANDARD U.S.POSTAGE PAID ASHLAND,WI PERMITNO.8