Owl's Hill Nature Sanctuary

Transcription

1 Owl's Hill Nature Sanctuary General Information Contact Information Nonprofit Owl's Hill Nature Sanctuary Address 545 Beech Creek Road South Brentwood, TN Phone (615) Web Site Web Site Facebook Facebook Twitter Twitter At A Glance Year of Incorporation

2 Mission & Impact Statements Mission Owl s Hill Nature Sanctuary is dedicated to a mission of environmental education; restoration, conservation and protection native flora and fauna; spreading an appreciation and enjoyment of nature. Background History: In 1959, the land was purchased by Walter and Huldah Cheek Sharp. Mrs. Sharp was the heir to the Maxwell House coffee fortune and owner of the land and mansion known as Cheekwood. In 1960, the Sharps established the Botanic Garden and Fine Arts Museum at Cheekwood and moved to their new home on Beech Creek Road. They named the house and later the sanctuary, Owl's Hill in honor of the great-horned owls that lived and called from the surrounding ridge tops. In 1973, after placing restrictive covenants on the property, Mrs. Sharp sold it to the University of Tennessee for use as an annex to their Middle Tennessee Agricultural Experiment Station. In 1983, after becoming increasingly disenchanted with the university s primary use of the land as a cattle farm, Mrs. Sharp regained the property and donated the land to Cheekwood, selling the house and 20 acres to create an endowment for upkeep of the property. Cheekwood hired a full-time naturalist in 1988 to establish a nature sanctuary. Since 1991, more than 110 Eagle Scout projects have transformed Owl's Hill from an overgrown cattle farm into a vibrant wildlife sanctuary with seven miles of hiking trails. In the spring of 2007, the board of trustees of Cheekwood Botanical Garden and Museum of Art voted to release Owl's Hill's assets to form a new, financially-independent organization to be known as Owl s Hill Nature Sanctuary. It operates today as a 160-acre protected green space with four (4) full-time and two (2) part-time staff members. Impact Accomplishments for FY ending 9/30/17: Environmental Education 10,046 Visitors (representing 18 states) 115 School Programs delivered both on-site and in the classroom reaching 6,000 students and teachers from 12 school districts in Middle Tennessee 184 Classes chose OHNS as their field trip destination 18 Scout Programs 804 Summer Campers (ages 5-15) 527 Volunteers - 1,558 hours of service ($37,610 value) Conservation & Research 20 acres of invasive honeysuckle cleared 57 native plants installed 119 native trees planted 859 butterflies recorded representing 39 species Owl s Hill s year-round programming and activities include: providing and maintaining a protected home for the more than 2,000 species of local flora and fauna that thrive in the hills, forests, creek, ponds and meadows of our 160-acre nature sanctuary. enticing visitors of all ages to explore the great outdoors through hiking, environmental programs, workshops and classes. inspiring more than 6,000 students each year to want to learn more about our native ecology and wildlife to connect with nature. We are also permitted by the US Fish and Wildlife Agency to care for five (5) non-releasable owls. These wildlife ambassadors are on permanent outdoor display for our visitors; two work on the glove and are used in school and public programs. Other wildlife ambassadors include a corn snake, yellow-bellied slider turtles, a tiger salamander, millipedes, a Rock Pigeon and enclosed honey bee hive. We also partner with licensed non-profit wildlife rehabilitators as a release-site for successful rehabilitations. To date, more than 155 rehabilitated owls, hawks and kestrels have been released as well as numerous mammal species including red fox, rabbit, raccoons and armadillos. 2

3 Needs 1.Unrestricted Operating Funds: $40,000 2.Erosion Control + Bioretention Basins + Woodland Shade Garden Installations: $11,000 3.New tractor to help with upkeep of sanctuary: $32,000 4.Outdoor Public Restrooms: $85,000 Volunteers needed to help guide groups, work in teaching gardens with native plants, remove invasive plants. Other ways to donate, support, or volunteer Support: Nature matters. To help ensure Owl s Hill can continue to offer a variety of programs and events designed to educate students and families about the importance of wildlife and environmental stewardship, we hope you ll consider making a gift today to support our work. Every gift - large or small - directly impacts the students and families, the plants, the animals and overall ecology of Owl's Hill Nature Sanctuary. Volunteer Opportunities: 1. Trail Guides: trail guides lead interpretative hikes for school children and visitors of all ages on guided hikes on Free Hike Days or other events. 2. Gardeners, Weed Warriors: Help maintain various flower gardens; remove invasive plant species and weeds. Help re/build trails. 3. Administrative - General Office: assist in the office with data entry, answering the phone, filing and staff project support. 4. Special Events: Assist with organizing and on-site assistance with events like Owl's Day, Enchanted Forest, Fairyland and Birthday parties 5. Group Projects: Have a group of 10 or more? We can coordinate projects for your group - forest stewardship, cleanup projects, invasive species removal - you can make a big impact at Owl's Hill. Note: Owl s Hill receives no state or federal tax payer funding. Service Categories Primary Organization Category Environment / Natural Resources Conservation & Protection Secondary Organization Category Environment / Environmental Education Tertiary Organization Category Environment / Forest Conservation Areas of Service Areas Served TN - Davidson TN - Williamson TN - Wilson TN - Rutherford TN - Robertson TN - Sumner TN - Maury TN - Bedford TN - Cheatham Owl's Hill is located in the heart of Williamson County in Middle Tennessee. School visitors represent 12 districts in Middle Tennessee, while program visitors come from 18 states. 3

4 CEO Statement Owl's Hill gives visitors a very quiet and personal visit with nature not found in other places.we strive to connect people of all ages with the importance of caring about the land outside their door. 4

5 Programs Programs Public Programs Description Category Owl s Hill s year-round programming and activities include: providing and maintaining a protected home for the more than 2,000 species of local flora and fauna that thrive in the hills, forests, creek, ponds and meadows of our 160-acre nature sanctuary. enticing more than 10,000 visitors of all ages to explore the great outdoors through hiking, environmental programs, workshops and classes. Environment, General/Other Environmental Education Population Served General/Unspecified,, School Programs Description Category The typical school program runs 90 minutes, including arrival and departure time. Most programs include a guided interpretive hike. To enhance visitor participation, every effort is made to keep class size under 25; larger groups may be divided. Most programs run more smoothly with a limit of 4 classes or 100 students per visit. Some special programs can accommodate only one or two classes. Larger school groups may wish to schedule additional arrival times or days. All Owl's Hill programs supplement the Tennessee State Science and Ecology curriculum standards with hands on nature experience. Specialized programs also support the Tennessee State Social Studies, Math, English, Art and Physical Education curriculum standards. PreK (ages 4-5) through high school. Education, General/Other Elementary & Secondary Education Population Served Children Only (5-14 years),, Conservation & Land Management Description Ongoing efforts to remove invasive species and restore native Tennessee habitat. Trailblazing, maintenance and upkeep. Habitat management (meadow, pond, creek and forest). Budget Category Environment, General/Other Land Conservation Population Served General/Unspecified,, 5

6 Governance Board Chair Board Chair Dr Charles Smith Term Oct 2016 to Sept 2018 Board Members Name Affiliation Status Mrs Jennifer Bent Teacher Scales Elementary Voting Mr. Tim Bent Co-founder & Managing Partner Big wave Strategies Voting Ms Jean Buchanan retired director NonVoting Ms Dana Coleman Lovell Communications Voting Ms Betsy S. Crossley Brentwood Voting Mr. Sam Davis TBH Global Asset Management, LLC Voting Dr Sharron Francis retired, Vanderbilt, research Voting Ms Claudia Gifford Community Volunteer Voting Mrs. Kerrie Johnson Community Volunteer Voting Ms Llew Ann King Community Volunteer Voting Mrs Martha Larkin Retired Human Resources professional Voting Ms Susan Leathers Journalist Voting Mr Jay Levy IT Executive Hospital Corporation of America Voting Mr. Norm Miede Nissan Voting Mr M. Lee Peterseim Retired Alcoa Aluminum Vice- President NonVoting Dr Charles Smith Retired Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 14 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 6 Female 8 Unspecified 0 6

7 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90% Written Board Selection Criteria? Written Conflict of Interest Policy? Under Development Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 50% Constituency Includes Client Representation Number of Full Board Meetings Annually 6 Board CoChair Board CoChair Mr Jay Levy Company Affiliation HCA Term Oct 2016 to Sept 2018 Standing Committees Board Governance Finance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Education Conservation 7

8 Management Executive Director/CEO Executive Director Ms. Susan Duvenhage Term Start Aug Former CEOs Name Term Ms Jean Buchanan May Ms. Margaret Cameron Oct Aug 2017 Staff Full Time Staff 4 Part Time Staff 2 Volunteers 30 Contractors 1 Retention Rate 100% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 4 When was Strategic Plan adopted? July 2014 In case of a change in leadership, is a Management Succession plan in place? No Does the organization have a Policies and Procedures Plan? Under Development Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? No Does the organization have a Document Destruction Policy? Awards 8

9 Awards Award/Recognition Organization Year Conservation Organization of the Year Tennessee Wildlife Federation 2015 Senior Staff Ms Julie Eperjesi Title Director of Education Experience/Biography Kristin Hopkins Title Conservation Coordinator Experience/Biography Ms Amy A MacKenzie Title Supervisor of Live Exhibits Experience/Biography Ms Mary Catherine Mousourakis Title Development Director Experience/Biography 9

10 Financials Fiscal Year Fiscal Year Start Oct Fiscal Year End Sept Projected Revenue $378, Projected Expenses $377, Endowment Value $1,130, Endowment Spending Policy Percentage Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $1,604,431 $285,624 $326,678 Total Expenses $389,492 $328,163 $327,797 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 $1,402,426 $147,993 $192,720 Indirect Public Support $0 $0 $0 Earned Revenue $90,621 $87,827 $89,830 Investment Income, Net of Losses $110,892 $49,804 $44,128 Membership Dues $0 $0 $0 Special Events $492 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 10

11 Expense Allocation Program Expense $255,332 $218,953 $221,836 Administration Expense $62,109 $62,464 $64,142 Fundraising Expense $72,051 $46,746 $41,819 Payments to Affiliates -- $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 66% 67% 68% Fundraising Expense/Contributed Revenue 5% 32% 22% Assets and Liabilities Total Assets $3,278,410 $2,039,352 $2,004,264 Current Assets $1,312,634 $352,713 $199,903 Long-Term Liabilities $0 $0 $0 Current Liabilities $23,458 $20,333 $31,085 Total Net Assets $3,254,952 $2,019,019 $1,973,179 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Contributions, Gifts and Grants $1,402,426 Contributions, Gifts Contributions, Gifts & and Grants $147,993 Grants $192,720 Second Highest Funding Source & Dollar Investment Income Program Revenue Program Revenue Amount $110,892 $87,827 $89,830 Third Highest Funding Source & Dollar Amount Program Revenue $90,621 Investment Income $49,804 Investment Income $44,128 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Anticipated in Next 5 Years? State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires Mar 2019 Registration No 0 GivingMatters.com Financial Comments Financials taken from the 990. Financial documents prepared by Mullins, Clemmons and Mayes, PLLC. Comments provided by Kathryn Bennett 4/25/18. 11

12 Created Copyright 2018 The Community Foundation of Middle Tennessee 12