Bienestar Annual Report 2015

MISSION
Bienestar builds housing, hope, and futures for the wellbeing of working families and seniors.
VALUES
•
•
•
•
Quality affordable housing is essential for individuals, families,
and communities to thrive.
Bienestar believes that all work is honorable and champions
those who provide essential labor to the community.
We work in the midst of the poorest neighborhoods to unleash
the potential of people to improve the quality of life for
themselves, their children, their families, and the community.
We envision and develop communities where residents find
dignity, hope, confidence, skills, and courage to pursue their
dreams.
Mural by Bienestar Saturday Academy youth,
located in the Sierra West Community Room
Dear Friends and Members of Bienestar,
MESSAGE
FROM THE
BIENESTAR
BOARD
PRESIDENT
On behalf of the Bienestar Board of
Directors, I would like to thank all of you who have
shown your support for our mission and our
Bienestar families in 2015. Bienestar has a diverse
and dedicated Board who appreciate our
community of supporters who also believe in our
mission, values and vision.
During this past year, 2015, the Board of
Directors completed a new strategic plan to serve
as a guide post through 2018. This plan assures
that Bienestar will continue to provide stable
properties with services for resident families
relevant to attaining self-sufficiency. The plan is
available by request to the Bienestar
administrative offices.
Bienestar was selected to participate in the
Meyer Memorial Trust’s Affordable Housing
Initiative in 2015. This has supported work related
to our new strategic plan; that is, securing
financial restructuring of properties when timely
and appropriate, to ensure these properties
remain a resource in the pool of affordable
housing for working families for another fifteen to
thirty years. It has provided important technical
assistance in support of our asset management
work by staff and the Bienestar Housing
Committee, informing important decisions about
properties impacting Bienestar and our residents.
In my final year as President of the Board, I
am happy to report Bienestar continues its strong
partnerships in the community, working to
maintain safe, affordable housing for working
families and is set to do into the future.
John McMeekan
BIENESTAR
STAFF
BOARD OF
DIRECTORS
Ann Blaker Executive Director
Olivia Alcaire
Gracie Garcia Residents Services
Director
Ulbaldo Andrade
David Ruelas Housing Director
Kali Bose Asset Management
Coordinator
Seidy Rose Selivanow Recetas
Instruction & Catering Program
Coordinator
Maria Hidalgo Program Services
Coordinator
Brenda Bradley
Stefanny Caballero
Laura Conroy**
OFFICERS
John McMeekan President
David Cintron Vice President
Cheryl Hilbert Secretary
Russ Peterson Treasurer
Grant Corliss
Maria Elena Guerra
McKenzie Harker
Manuel Nava
Sandra Herrera Program Coordinator
Alejandro Ortega
Martina Cruz Program Coordinator
Don Ruff
Hillary Harris Program Development
Specialist/ VISTA Volunteer*
Jacqueline Cortes Program
Coordinator/ Jesuit Volunteer*
Faith Brown Bookkeeper/ Office
Manager
CONTRACT
SERVICES
Scott Belt, CPA
Sharon Nielson, TNG
Geraldine Araujo
*VISTA, AmeriCorps, & Jesuit volunteer programs run August-August annually **Indicates partial year
PROMOTORES
Left to right: Beatriz Osuna, Mariela Mejia, Agustina Garcia, Celina Cervantes, Maria
Jurado, Martina Cruz (Program Coordinator), Hilda Perez, Lilian Flores, Elvira Toscano,
Maria Hidalgo (Program Services Coordinator), Victorina Alonso, Guadalupe Barajas,
Lorena Salazar, and Sandra Herrera [Not pictured: Norma Saavedra-Lopez]
Promotores, our resident peer leaders, are critical to
the success of our Pathways From Poverty initiative.
With a Promotor(a) at each property, we are able to
stay attuned to the needs of our residents. These
Promotores receive special leadership training and
through home visits help to connect their neighbors
to information, resources, and referrals. Their
leadership also helps to augment staff capacity. They
are our community leaders.
AWARDS
With Appreciation for
Outstanding Service as
President of the Board of
Directors: John McMeekan
VOLUNTEER OF THE YEAR
Ezequiel Hidalgo
Ezequiel Hidalgo, far left, with Gracie Garcia and President
John McMeekan
PROPERTY MANAGEMENT
TEAM OF THE YEAR
Juniper Gardens Team
COMMUNITY PARTNER OF
THE YEAR
Running for Shelter Hood to
Coast Team, Paul Cummings
ASSET-BUILDING PARTNER
OF THE YEAR
CASA of Oregon, on right, with John McMeekan
CASA of Oregon
NONPROFIT PARTNER OF
THE YEAR
Murray Hills Christian Church
CORPORATE PARTNER OF
THE YEAR
J.R. Johnson, Inc.
Paul Cummings, center, with John McMeekan and Ann
Blaker
HIGHLIGHTS
•
Bienestar wants to thank Governor Brown for her August afternoon visit to
our Juniper Gardens Property in Forest Grove. We were honored by her visit,
impressed by her insightful questions and appreciative of how closely she
listened to our challenges and triumphs. She toured the farmworker
property, an apartment and even the community garden, commenting on it
being a good year for tomatoes. Special thanks to the Governor and her
staff, Cornelius Mayor Jeffrey Dalin, City Manager Rob Drake, and Bienestar
Board Vice President David Cintron.
•
Our Recetas Exito Culinary Training
program has taught 19 individuals who
have received their server certification
through the program. The Recetas
Caterers provided catering service for
many community partners including the
City of Hillsboro, Hillsboro School District,
Community Action and Vision Action
Network, as well as Bienestar events and
private parties. It was a good year for
tamales!
highlights continued…
•
Saturday Academy
partnership provided
memorable, intriguing
workshops for our resident
children.
•
Bienestar’s Board of Directors
prepared the Strategic Plan
for 2016 through 2018, with
the assistance of facilitator
Corky McReynolds of Forest
Grove. The plan is available
on the Bienestar web site.
•
Bienestar again maintained a
high percentage of budget –
and every dollar raised – to
programs and housing for
residents in 2015. In 2014, the
percentage was 96%, and in
2015 it was 97%.
•
A generous grant from Intel,
along with extensive technical
assistance resulted in a 12week Computer Literacy
course for our Promotores;
the peer outreach workers
chosen from among our
residents – one to serve each
property. Classes were taught
by Intel employees and
participants learned basic
computer skills and use of
office programs, including
creating budgets on Excel.
• This summer: Through our
partnership with Audubon, we
provided 72 students from six
sites in the Hillsboro and Forest
Grove Bienestar communities
with environmental education
and outdoor recreation. With
the help of the Bienestar staff
members, summer day camps
were filled to near capacity for
each of the three weeks of
camp.
Featured Story:
READY FOR KINDERGARTEN
Emmanuel and Valentin are six-year
old twins who are currently in Kindergarten.
However, as of the summer of 2015, they
could not count, spell, or recognize the
alphabet. “They would try to sound out words
when reading, but get frustrated when they
would get stuck” shares their mother,
Agustina. Maday is a 5 year old who also
shared the same frustrations. Knowing the
importance of early childhood education,
Bienestar adopted the program “Ready! For
Kindergarten” to improve the chances for
these children and others in the first years of
school.
The program requires parents to
attend a 90 minute course per term. At these
classes, parents are taught how they can be
teachers at home for their children. Consuelo,
Maday’s mother, shares that she learned a lot
from the classes and felt that these classes
were so beneficial that she convinced her
husband to also participate in the program. “I
saw a huge difference in Maday when I
started to be involved in her learning, she was
excited to learn.”
Aside from the 90 minute class,
Bienestar has added the additional element
of home visits to follow-up with the
participants after completion of the sessions.
Not part of the original Ready! model, these
home visits have proven to be critical in
keeping the momentum of parents and
students learning at home. Agustina shares,
“the home visits and the program reinforce
what my children are learning in school.”
During these home visits, individual needs are
addressed and support is provided to parents
as they guide their children in educational
activities.
Consuelo does the activities with Maday
and her younger daughter Mia, who is also in
the program, once a day. “If my daughters are
not in the mood or are not feeling well, I do not
pressure them to do the exercises. We wait for
later in the day because I want them to have
fun during the sessions.” This is a concept that
has been taught to parents during the class
sessions, and it has proven to be effective.
Emmanuel and Valentin can now proudly
spell their names (even each other’s names),
add, subtract, and multiply. Agustina shares
that sometimes her sons will randomly ask her,
“Mom, what is 5+5?”, “Mom, what is 1x1” to
which Agustina will playfully answer, “Is it 8? Is
it 2?” She enjoys watching her boys correct her
and teach her how to count and multiply. “I feel
happy and excited to see their growth.” Maday
also shares in the excitement of learning.
“When we are driving in the car, Maday will
sometimes yell, ‘Look! It’s M for Maday!’ as she
reads the sign on the Fred Meyers, and we will
play games pointing out letters that we
recognize,” shares Consuelo. Maday proudly
recognizes geometric shapes, can spell her
name, count to 100, recites the alphabet, and
loves to read and be read to.
Not long after Emmanuel and Valentin
started school, they were named “Super Star
Students” due to their huge improvement.
Maday will be starting Kindergarten in
September 2016. When asked if she feels ready
to start school, Maday just smiled and
answered, “Yes, I am.”
Bienestar would like to acknowledge the Begonia
Foundation, the Collins Foundation, and the City of
Hillsboro for their significant support of this program and
Bienestar’s up and coming scholars. We would like to
extend special gratitude towards the Forest Grove
School District for their support in piloting this program
and beyond.
HOMEGROWN HAPPY HOUR
October 2015
Raised support for resident service
programs!
Thank you to our wonderful
sponsors for supporting this event.
J.R. Johnson folks
Alika Nee, Committee Member
The Walter’s Cultural Center in Hillsboro, Oregon
Dave Bachman, Cascade Property Management
CORNELIUS PLACE… in the pipeline
This project will increase the availability of affordable housing for
individuals ages 55+ in Washington County as well as provide a highly
needed library facility for the citizens of Cornelius. The building’s three
story design will define a cornerstone to the commercial district in
Cornelius and create pedestrian traffic to utilize the newly designed
streetscape. The project design team has included a community room,
a café, and an outdoor gathering space – all to serve the entire
community as well as the residents of the Cornelius Place apartments.
Services and activities are being planned for residents at Cornelius
Place, to support their health and involvement in the community.
Project completion is expected by 2018.
Project design team: Bienestar Inc, City of Cornelius, Cornelius Library, The Nielson
Group, Scott/Edwards Architecture, YMCA, Walsh Construction. Predevelopment
funding form Community Housing Fund & Office of Community Development of
Washington County.
INDIVIDUAL DONORS
CIRCLE OF FRIENDS ($500+)
•Laurine & Alfredo Apolloni
•Katrin Arp
•Ann Blaker
•Charles Blomberg
•Brenda Bradley
•David Cintron
•Grant Corliss
•Paul Cummings
•Chris Duffin
•Cheryl Hilbert
•John Lenz
•Dan Mendelson
•John McMeekan
•Don Ruff & Betsy Ramsey
•Michael Steffen
•Daniel & Joanna Valliere
Promotoras at the Financial Literacy Class
CONSTRUCTORES ($100 - $499)
•Allen Amabisca
•Elizabeth & Jeffrey Austin
•Richard Blaker
•Reena Bramblett
•Anita Casarino
•Kay Chester
•Laura Conroy
•Grant Corliss
•Kimberlee Cornett Fenn
•Adriana & Forest Costanzo
•Martina Cruz
•Gretchen Daguanno
•Greg Danielson
•James & Joanne Davis
•Rob & Eileen Drake
•Neil & Marilyn Ellis
•John & Sarah Epstein
•Paul & Judith Fardig
•Pamela & Abraham Farkas
•Marcus Ferguson
•Linda Firth
•Rob & Linda Fotheringham
•Michael Fritz
•Rami Ghandour
•Gracie Garcia
•Janet Garrison
•Maria Elena Guerra
•Joan Gunness
•William Hart
•Cary Harkaway
•Leslie Hilbert
•Charles Howard
•Jeri Janowsky
•Brian Johnson
•Becca Kelvin
•Craig Leonig
•Kelley Lomax
•Kris & Carolina Malmedal
•Kayleen Miller
•John McMeekan
•Teresa Mondou
•Toni & Jim Mountain
•Janice Morgan
•Moreland Print
•Daryn Murphy
•Patricia Murphy
•Alika Nee
•Sharon Nielson
•Mary Lee & Gary Oshiro
•Katherine Parker
•Richard & Nancy Ponzi
•Keith Raines
•Adele Ridenour
•Jose Rivera
•David Ruelas
•Mary Ruhl
•Ron & Susan Salgado
•Leigh & Greg Schrock
•Carl & Sheila Seger
•Russell Sloop
•Keith Sparks
•Michael Steffen
•Elizabeth Stewart
•Wayne & Ann Weld-Martin
•Robert Wendel
•Charles Werhane
•Jake & Yvonne Yamanoha
AMIGOS DE LOS NIÑOS (up to $99)
•
Caroline and Sidney Abdalah
•
Mandy Lewis
•
Ubaldo Andrade
•
Sara & Felipe Lora
•
Juan Carlos Aguilar
•
Christy Lynch
•
Olivia Alcaire
•
Kathleen McClellan
•
Scott Belt
•
Lisa McClellan
•
Denee Beene
•
Karen McCune
•
Kali Bose
•
Michael McLain
•
Kathy Bose
•
Aleksi Merilainen
•
Reena Bramblett
•
Victor Molina
•
Stefanny Caballero
•
Gary Nelson
•
Priscilla Carlson
•
Matthew Nicely
•
J.D. Chong
•
Michelle & David Norris
•
Tarri Christopher
•
Chris Page
•
James & Joanne Davis
•
Edward Randell
•
Marlene Dutli
•
Meryl Redisch
•
Rachel Eaton
•
Phillip Schmitt
•
Neil & Marilyn Ellis
•
Karen Shawcross
•
Theodore & Linda Forgoren
•
Margaret Springer
•
Mandy Garcia
•
Karen Stoltzberg
•
Mary-Catherine Goddard
•
Catherine Such
•
Doris Gonzalez
•
George & Martha Taylor
•
Manuel Gonzalez Nava
•
Carolyn Teifel
•
Maricruz Gonzalez-Vazquez
•
Rick Vanderveer
•
Maria Hidalgo
•
Harold Walker
•
Kuon and Dale Hunt
•
Kim Watson
•
Mary Rita Hurley
•
Wayne & Anne Weld-Martin
•
James & Judith Keane
•
John and Phyllis Kirkwood
•
Kroger Stores
•
Denis Langlais
•
Barry Lavine
•
Donald & Deborah Letourneau
Zoo To You at Montebello
Making animal print t-shirts
VALUED VOLUNTEERS
•Yasmina Aknin
•Olivia Alcaire
•Ana Alejo
•Lisa Allen
•Diego Almonte
•Victorina Alonso
•Elizabeth Alvarado
•Violeta Alvarez
•Jorge Andrade
•Ubaldo Andrade
•Tessla Andrus
•Luis Araiza
•Marie Arrieta
•Peggy Ast
•Brendan Attey
•Mercedes Atwood
•Marieli Avalos
•Guadalupe Barajas
•Marbella Bare
•Annie Barnicle
•Ricardo Bernadez
•Brenda Boeckel
•Angela Bohlke
•Ella Bohn
•Kathy Bose
•Elena Boyd
•Cindyjo Boungnavath
•Brenda Bradley
•Robert Brandon
•Tim Budelman
•Claudia Bueermann
•Conor Bulekley‐Krane
•Stefanny Caballero
•Ariana Campos
•Audrey Cardenas
•Jacob Case
•Dawn Castellanos
•Jack Cavenaugh
•Celina Cervantes
•Megan Chalupsky
•Leslie Chaney
•Owen Chapman
•Shalini Chedi
•Anabel Choi
•Makenzee
Cleavland‐Aguirre
•David Cintron
•Myra Combes
•Aimee Corliss
•Grant Corliss
•Jeena Corliss
•Kathy Craft
•Anayani DePaz
•Shenaye Dierking
•Jacob Dreese
•Jillian Droste
•M. Edens
•Catherine Elder
•Iris Ellenberg
•Kyra Finely
•Lilian Flores
•Lauren Fogelstrom
•Allison Foltyn
•Kimberly Freehill
•Holly Frohlick
•Agustina Garcia
•Ruben Garcia
•Melissa Gittelman
•Georgia
Godlee‐Campbell
•Mike Goodman
•Kathie Goodpaster
•Kiera Goodpaster
•Julia Gorman
•Jarod Gowgiel
•Alex Green
•Charlotte Green
•Lisa Griffen
•Jessie Griffin
•Meg Guerra
•Jenny Haines
•Cameran Hale
•Cory Han
•Eric Hansen
•Joseph Hansatz
•Moss Hardman
•Trisha Harlan
•Megann Hartung
•Austin Hed
•Cecilee Henstrom
•Ana Hernandez
•Claudia Hernandez
•Sandra Herrera
•Ezequiel Hidalgo
•Cheryl Hilbert
•Martyn Hill
•Tara Holmes
•Mike Houge
•Valerie Huang
•Naomi Iverson
•Chris Jahncke
•Maria Jurado
•Christina Kavehrad
•Maya King
•Leah Klaas
•Shantin Kleen
•Karli Koehn
•Jenna Lade
•Monica Larrabee
•Alex Lee
•Gerardo Lemus
•Annie Lodvea
•Andrew Ludwikoski
•Chelsea Lynne
•Blanca Martinez
•Luis Martinez
•Emily Mason
•Kelsi Masters
•Cody McCarter
•John McMeekan
•Mariela Mejia
•Kaylen Miller
•Jowelle Mizero
•Maribel Moncado
•Teresa Mondou
•Sarah Moore
•Amber Morgan
•Sonja Mundt
•Shanayia Muñoz
•Jared Myer
•Alison Natter
•Manuel Nava
•Alika Nee
•Mau Nomani
•Alejandro Ortega
•Beatriz Osuna
•Nadya Okamoto
•Courtney Palmer
•Joey Papparo
•Carissa Pattison
•Erica Pepin
•Danielle Perez
•Hilda Perez
•Lindsey Persinger
•Sophie Peters
•Russ Peterson
•David Pickar
•Luis Ponce
•Jessica Precourt
•Rocio Ramirez
•Adele Ridenour
•Huitzilli Rios Martinez
•Krystalina Romero
•Isabel Rooper
•Edith Rosales
•Don Ruff
•Norma SaavedraLopez
•Lorena Salazar
•Ed Sale
•Minerva Salvador
•Sachleen Sandhu
•Marty Santiago
•Siam Scuiller
•Karen Shawcross
•Libam Sheilch
•Walter Sherry
•Lauren Shoemaker
•Dashiell Shulman
•Hannah Skutt
•Peter Skutt
•Siumru Sluillar
•David Smith
•MacKenzie Smith
•Christina Spires
•Linda Taylor
•Lauren Thompson
•Riley Toll
•Zac Torng
•Daniela Torres
•Elvira Toscano
•Katherine Tougas
•Paul Trent
•Lisie UcAke
•Amelia Ulsh
•Cenaida Valdivia
•Alejandro Vilches
•Emily Warchot
•Ivonne Ward
•Lisa Weller
•Elli Wiita
•Marcia Wilcox
•Kristy Wu
•Rachel Ye
•Austin Youngs
•Sadie Yudkin
•Melissa Zumbach
•Jorge Luis Zurita
STATEMENT OF
FINANCIAL POSITION
ASSETS
Cash
Cash - resticted
Receivables
Other assets
Development Costs
Fixed assets, net
$985,812
2,050,188
103,511
319,359
299,347
35,250,429
TOTAL ASSETS
$
39,008,646
Unaudited
As of December 31, 2015
Bienestar's financial position includes
100% ownership of 8 housing projects
and an investment in 4 other projects.
The assets related to these projects are
considered long-term and are restricted
to government and other agreements
which do not allow for use in operations
and/or program management.
The label "Non-Controlling Interest"
represents the investment of equity
partners in the five other projects.
LIABILITIES AND NET ASSETS
LIABILITIES
Accounts payable and accrued expenses
Other liabilities
Notes payable - government
Notes payable
$
194,028
300,964
7,444,479
11,812,855
TOTAL LIABILITIES
19,752,326
Unrestricted net assets
Non-controlling interests
Controlling interests net assets
Temporarily restricted net assets
TOTAL NET ASSETS
3,520,794
1,133,735
14,601,793
15,735,528
TOTAL LIABILITIES AND NET ASSETS
$
39,008,647
Breakdown of Net Assets
6%
18%
76%
Controlling Interest
Temporarily Restricted
Non-controlling Interests
STATEMENT OF ACTIVITIES
Unaudited
As of December 31, 2015
SUPPORT AND REVENUES
Rental income
TOTAL
$4,466,738
Grants - Government
Grants - Other
69,161
225,147
Donations
Tax Credits
21,950
800
Other income
36,555
TOTAL SUPPORT AND REVENUES
EXPENSES
4,820,351
1%
Percent of Functional
Expenses
2%
PROGRAM SERVICES
Property and asset management
Resident Services and Leadership
5,153,327
439,289
Project development
Resource
Development
51,537
TOTAL PROGRAM SERVICES
5,644,153
GENERAL AND ADMINISTRATIVE
RESOURCE DEVELOPMENT
TOTAL EXPENSES
110,239
73,335
5,827,727
CHANGE IN NET ASSETS
$
(1,007,376)
Surplus (deficit) generated in operations
Surplus (deficit) allocable to equity partners
Surplus (deficit) restricted to housing activites
$
(50,706)
(681,066)
(275,605)
(1,007,376)
$
Administrative
97%
Program
Services
CORPORATE SUPPORT
FOUNDATION SUPPORT
Ambach Brewery
Begonia Foundation
Ball Janik LLP
Collins Foundation
Cascade Management
Key Bank Foundation
Chesapeake Community Advisors
Coin Meter
Garden Vineyards
Great Lakes Capital Fund
Harris Law Firm
Hilbert Team at Keller Williams
Intel Corporation
Meyer Memorial Trust
National Affordable Housing Trust
Intel Foundation
PGE Foundation
United Way of Columbia/Willamette
PUBLIC SUPPORT
City of Hillsboro
Forest Grove School District
J.D. Fulwiler & Co. Insurance
Washington County HOME / CDBG
J.R. Johnson
PARTNERS
Kantor Taylor Nelson Evatt & Decina, PC
Adelante Mujeres
Kimberly Cornett Fenn
Audubon Society of Portland
LMC Construction
CASA of Oregon
Mark Schwing, PCA
Centro Cultural
Montinore Estate
Dept. of Health & Human Services
New Seasons
Dress for Success
Reverand Nat’s Cider
Forest Grove S.D. Migrant Education Dept.
Scott Edwards Architechture
The Bookin Group
The Nielson Group
Portland Growler
HandsOn Portland
City of Hillsboro Police Dept.
City of Hillsboro Parks & Recreation
Hillsboro School District
Legal Aid Services
Vial Fotheringham LLP
Murray Hills Christian Church
Waggener Edstrom Worldwide
Oregon Child Development Coalition
Walsh Construction
Oregon Food Bank
Whole Foods Market
Oregon Law Center
Widmer Brewing
PlayWrite
Wild Roots Vodka
Saturday Academy
Virginia Garcia Memorial Health Center
Vision Action Network
Washington County Office of Community Development
Zoo to You
CONGRATULATIONS GRACIE!
2015 marked Gracie Garcia’s
tenth anniversary with Bienestar.
Gracie currently serves as Resident
Services Director, and has worked
serving our residents for her entire
tenure. Serving is simply in her nature.
You cannot walk through a
Bienestar property with Gracie (or go
to a meeting in Washington County),
without Gracie running into someone
she has known for years. This
familiarity and her passion for
enhancing the lives of our families
provides the basis for Bienestar’s
effective programs. She faithfully,
carefully and lovingly watches over
Bienestar’s resident families. Gracie,
our families (and all of us staff and
volunteers) love you too.
Thank you for your leadership and your ongoing commitment to
helping all of us succeed, residents and staff alike.
You are our treasure.
Happy Tenth Anniversary!