2014 CBACF Annual Report - Duluth Superior Area Community

2014 ANNUAL REPORT
WASHBURN
ASHLAND
BAD RIVER
CREATING THE CHANGE
2014 CBACF ADVISORY BOARD MEMBERS
LETTER TO THE
COMMUNITY
2014 Board Chair Karen Ruedi Crowell (l.)
and Affiliate Officer Madelaine Herder (r.)
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.
Thank you for your generosity and your
optimism for the future of Chequamegon Bay.
– Karen Ruedi Crowell, Chair
– Madelaine Herder, Affiliate Officer
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
The CBACF mission is to promote private giving
for the public good and our area’s 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 notfor-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 Sailing in Bayfield and is President of Bodin’s Inc.
Karen Crowell (Board Chair) has been with CBACF
since its inception and is active with all facets of the
board’s 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.
Not pictured: Leslie Hamp, Shari Nelson
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 Ashland’s 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 area’s 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.
Anders Geisen, Madelaine Herder, Rick Geisen
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
Foundation’s 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.
Top: Sharon Stewart
Middle: Katie Hancock,
Caroline Perkins,
and Suzanne Rooney
Above: Charles Connor,
Bad River grant writer,
and Frank Koehn
In 2014, Duluth Superior Area Community Foundation 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.
Alexis Griggs and Nile Merton,
1st place winners
Mike Sandor and son Zane
Lissa Flemming
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.
A cold, sunny race day
Mari Kay Nabozny, Avria
and Latricia Dugger
Shari Nelson and Susan Kelly
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
Bodin’s 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
DULUTH SUPERIOR AREA COMMUNITY FOUNDATION
CHEQUAMEGON BAY AREA
COMMUNITY FAMILY OF FUNDS
FINANCIAL STATUS 2014
2013
Public Support and Revenue
Contributions
$ 121,583 134,012
–
Donated Services
–
Interest and dividends
5,949
2,721
4,349 15,559
Net realized and unrealized gain
Refunds of grants
–
–
–
–
Miscellaneous
TOTAL PUBLIC SUPPORT
AND REVENUE
131,881152,292
Grants, Fees, and Operating Expenses
Grants and scholarships
Investment management fees
Miscellaneous – Transfer
14,566
867
6,552
1,097
588
–
Program services
Fund raising
Public education
Management and general
617
16,439
23,807
128
Total Functional Expenses
40,991
1,112
11,834
24,385
136
37,467
Functional expenses
TOTAL GRANTS, FEES,
AND OPERATING EXPENSES
Change in net assets
62,97639,152
68,905 113,140
NET ASSETS,
BEGINNING OF YEAR
282,066 168,926
NET ASSETS,
END OF YEAR
350,971 282,066
Richard & Diana Granger
James & Leslie Hamp
Linda Jorgenson’s Harold and Laura Jorgenson
Madelaine Herder
Memorial Scholarship Fund helps fund college for
Cheryl & Tim Hicks
graduates of Duluth and Ely Memorial high schools
Kevin Hunt
who will major in environmental science or social
Dan & Mary Hymans
work, with emphasis on students who would be the
Mike & Connie Jackson
first of their family to attend college. In 2010, Cindy
Joseph & Elizabeth
Dillenschneider and Jason Maloney set up The
Jauquet
Outward Education Fund and the Cindy A.
Gene & Joy Jordan
Dillenschneider and Jason L. Maloney Education
Christine Lindsey
Scholarship, a “legacy circle” scholarship fund. Their
Judy & Tom Manley
bequest gifts allow area students to receive assistance
Ted May
to attend environmental camps and financial aid
Napa Auto Parts
to area students to attend Northland College. The
Karl & Shari Nelson
Legacy Circle recognizes estate plan provisions
Kim & Derek Ogle
which leave a planned gift legacy: Petra Holter; Cindy
Otto Bremer Foundation
Dillenschneider and Jason Maloney; and Michael
Pace Woods Foundation
Crowell and Karen Ruedi Crowell. Organizational
Beth & Steve Probst
Endowment Funds are created by or on behalf of
Charles & Arlene
a nonprofit to gain visibility for the organization and
Simonian Family Trust
its endowment. Washburn Community Education
John & Sharon Stewart
Foundation Fund facilitates educational excellence for Mary Trettin
Washburn School District students. Lake Superior Big & Michael Miller
Top Chautauqua Blue Canvas Fund provides funds
Jack & Mary Wichita
for periodic replacement of the Big Top Chautauqua
United Way of Wisconsin
tent. Acorn Funds are a commitment to contribute
Washburn Chamber
of Commerce
at least $10,000 (minimum gift of $1,000/year), up to
Chequamegon Bay
a 10-year period. The Fund grows in the Unrestricted
Turkey Trot
Endowment or can be placed in an established
120+ runners
Organizational Endowment. Our Unrestricted Fund
Washburn Ranger
supports grant-funded projects in Washburn, Ashland
District Social Club
and Bad River addressing regional needs now and
*2014 Donors are in bold
responds to change. Thank you Acorn Fund Donors:
EXPLORE GIVING
Kevin Hunt, Michael Crowell and Karen Ruedi
Madelaine Herder
Crowell, Karl and Shari Nelson, Michael Miller and
715.779.7021
Mary Trettin, and Kris and Jeff Von Holzen.
651.792.5534
CREATING THE CHANGE
Graphics: Ros Nelson, Washburn WI
READY TO EXPLORE GIVING?
Madelaine Herder, Affiliate Officer 715.779.7021 651.792.5534
mherder@dsacommunityfoundation.com
300 Manypenny Avenue
P.O. Box 332, Bayfield, WI 54814
715-779-7021
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ASHLAND, WI
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