Gratitude. 70th Anniversary / 2017 Annual Report

Transcription

1 Gratitude 70th Anniversary / 2017 Annual Report

2 LETTER Gratitude Dear Friends, When Norton Clapp founded the Medina Foundation in 1947, he had a vision to give back to his community and help create a place where all people are given the opportunity to attain independence and dignity. More than 70 years later, we continue this work in his footsteps. As we celebrated our 70th anniversary in 2017, we passed another important milestone: $100 million granted out into our community. We are proud of the far-reaching impact that the Foundation continues to have today. The past 70 years have seen a great deal of change for both our community and the Medina Foundation, but our core values remain the same. In its very first year of grantmaking, the Foundation awarded seven grants totaling $3,800 among them $100 to the Seattle Chapter of the Girl Scouts of America. In 2017, we made 232 grants totaling $3,888,010, including a grant to Girl Scouts of Western Washington. The scale of the Foundation has changed, but our purpose remains the same. As we considered how to honor this anniversary, we were clear that we wanted it to be about celebrating the work of our many grantees. The following pages describe the special grant opportunities the Foundation offered in recognition of our 70 years, all of which were funded above and beyond our usual annual grantmaking. In reflecting on 70 years of the Medina Foundation, our primary feeling is one of gratitude. We give thanks for the opportunity to partner with so many amazing organizations working to make our region a better place, and for the impact this work has had on us personally, as we grow alongside the Foundation. We share these stories of impact throughout this report, from both our Trustees and our grantees. In the words of our founder, Use those things that have been given to you for the benefit of others. Go out into the world and do something. Don t be discouraged if things go slowly. Just try to keep things moving forward. Here s to another 70 years of moving forward. Gail Gant, Board President Jennifer Teunon, Executive Director 2

3 1947 Norton Clapp holds a meeting on Christmas Eve to organize the Medina Foundation The Foundation makes its first seven grants, totaling $3, Total Foundation giving surpasses $1 Million Program guidelines are formalized for the first time by the board, and geographic giving area is solidified to focus on the Puget Sound Region. Guidelines vary over the next several decades, but continue to focus around the general area of human services. 3

4 70TH ANNIVERSARY GRANTS Surprise GIFTS OF SUPPORT As a part of the Foundation s 70th Anniversary celebration, each Trustee received $10,000 to designate to the Medina grantee(s) of their choice (in increments of $1,000 or more) throughout the year. These special awards were sent to grantees with a commemorative thank-you card designed for the occasion, expressing the deep gratitude that the Medina Foundation has for the work of our partner organizations. These gifts were primarily designated as unrestricted operating support, with a few select programs receiving project funding as well. Over the course of the year, the Trustees allocated 38 of these special grants, totaling $97,000, to 36 different organizations. These grants were over and above any regular grants made to the organizations in 2017, and they came as a surprise to those who received them. The special grants were a great way for the Foundation to celebrate the anniversary, while honoring the nonprofit organizations that carry out the work of uplifting our communities every day. Just wanted to say thanks for the wonderful surprise that arrived in my mailbox today! It couldn t have come at a better moment, as we had just returned from the Yesler satellite, which is now nearly ready to open! The extra support will be a boon to us as we finish the last touches and prepare to welcome new students and families! Thank you again for all of the Foundation s support, and for this extra gift! LOUISE MCKAY, DIRECTOR OF STRATEGIC GROWTH, THE GREATER SEATTLE BUREAU OF FEARLESS IDEAS Trustees develop the first grant application form. Greg Barlow is hired as the Foundation s first Executive Director, and stays until Norton Clapp helps to organize The Pacific Northwest Grantmakers Forum (now Philanthropy Northwest), as a way for local foundations to gather and learn from each other. The Medina Foundation provides staffing for the first five years Medina initiates a project with a state representative to identify social priorities in the Puget Sound area. The work results in a report identifying ten areas of concern, distributed to the State Legislature for use in evaluating the DSHS budget. As a result of one of the findings of this report, Economic Opportunity is added to Foundation guidelines.

5 RECIPIENTS Amara Bellarmine Preparatory School Beyond Survival Boys & Girls Clubs of Thurston County Catherine Place CCS * - Grays Harbor Youth Center CCS - Spirit Journey Charles Wright Academy Cocoon House Connections Everett Recovery Cafe Financial Beginnings * Catholic Community Services Foundation for Private Enterprise Education Grays Harbor County CASA Grays Harbor Youth Works Juma Ventures Mother Mentors of Whidbey Island New Horizons Ministries NW Furniture Bank Potlatch Fund Project Feast Puyallup Valley St. Francis House Rainier Scholars Recovery Cafe Renton Area Youth & Family Services Rescue Mission Summer Search Tacoma Area Youth for Christ The Answer For Youth The Coffee Oasis The Greater Seattle Bureau of Fearless Ideas Vashon Youth & Family Services WestSide Baby Wonderland Developmental Center Year Up Puget Sound YMCA of Pierce & Kitsap Counties The gift was a surprise, the thoughtfulness and partnership it suggested was not. We treasure our long association with the Medina Foundation and so appreciate the continuous trust and confidence you and your board express to Amara with your generous support. JOHN MORSE, EXECUTIVE DIRECTOR, AMARA 5

6 1982 Medina institutes the Management Excellence Program, providing incentives for Medina-funded organizations to improve administration and fiscal management for the next 14 years Medina begins a Rural Initiative to increase Foundation giving in the more rural counties within its geographic funding region, working with knowledgeable community members to help identify strong and effective organizations Medina launches Express Advantage, a nonprofit affiliated with Express Credit Union and BECU, to provide fair and affordable banking options and alternatives to payday loans for lowincome people The Domestic Violence Stable Housing Initiative is started, demonstrating that flexible funding and a focus on survivor-driven solutions can immediately and positively impact the stability of survivors and their families Medina celebrates 70 years of service to our community (and surpasses $100 million granted)....because of you, island kids have opportunities at the Funhouse to make their first friend, learn how to say sorry, explore science and art, and connect with caring adult mentors for additional social and academic support. FUNHOUSE COMMONS BOARD OF DIRECTORS, STAFF, VOLUNTEERS, AND FAMILIES 6

7 As a board, we are passionate about our mission and are determined to follow Norton Clapp s vision of supporting people. Our focus on youth and families is extremely important, and it s gratifying to know that people are surviving and thriving because of the work of our grantees. JEAN GARDNER, MEDINA TRUSTEE 7

8 PROFESSIONAL DEVELOPMENT GRANTS Investing IN LEADERSHIP To mark Medina s 70th Anniversary, the Foundation honored grantees by issuing a Request for Proposals (RFP) to fund professional development. Knowing professional development is something that is valued, but often challenging to pay for, the Foundation wanted to support grantees efforts in this area by committing funds above and beyond the Foundation s regular grantmaking. The RFP was sent to approximately 230 current and recent grantees. The RFP was intentionally kept simple and straightforward. Nonprofits were invited to apply for up to $5,000 toward any opportunity they needed to strengthen their organization, such as a conference, training, or consultant of their choice. The goal was to be as responsive as possible to the unique needs of each organization. The need was great. The Foundation received almost 150 proposals totaling over $688,000 for a wide variety of professional development opportunities. Proposals came from all over the Foundation s 14-county region and represented all six of Medina s issue areas. While the Foundation originally allocated $90,000 for this initiative, the large number of compelling requests ultimately led to funding for 30 proposals totaling $139,541. These requests highlighted that investments in professional development are desperately needed, yet can rarely be prioritized over program and basic operating funds. The result is a vacuum within organizational infrastructure where vital leadership development, and even basic staff training and support, are often passed over. Professional development is a critical need, bolstering staff and leadership capacity to grow, adapt, and thrive in the constantly evolving and highly demanding field of nonprofit operations. Without proper support, training, and encouragement for staff and leadership, nonprofits face high turnover rates that ultimately diminish their programmatic goals and structural sustainability. By supporting a wide range of professional development opportunities, foundations can ultimately strengthen the organizations that provide the critical services to communities in need and see greater results from their programs in the future. 8

9 The variety of requests was impressive. Organizations applied for local trainings, national conferences, and sabbaticals. More than 20% of the requests were to support equity, diversity, and inclusion efforts, which shows the growing recognition of the importance of this work. RECIPIENTS Amara Brigid Collins Family Support Center Domestic Violence & Sexual Assault Services of Whatcom County DOVE Project Downtown Emergency Service Center El Centro de la Raza Friends of the Children Seattle Garden Raised Bounty Hopeworks Social Enterprises Lopez Island Family Resource Center Mary s Place Mother Mentors of Whidbey Island Neighborhood House Opportunity Council Pacific County Youth Alliance Peace Community Center Readiness to Learn Recovery Cafe Refugee Women s Alliance Renton Area Youth & Family Services Rochester Organization of Families Serenity House of Clallam County Sound Learning Southwest Youth & Family Services The Mockingbird Society Ventures Washington State Coalition Against Domestic Violence Way Back Inn Foundation WestSide Baby YWCA of Olympia If you d like to learn more about this RFP, more information is under the What We Fund tab on our website at 9

10 2017 GRANTS Economic Opportunity Opportunities that help people become economically self-sufficient, such as financial literacy, asset building, or skills-building programs Apprenticeship & Nontraditional Employment for Women Bike Works Seattle CASA Latina CCS * - ASSET Program Center for Inclusive Entrepreneurship Educurious Partners $10,000 FareStart $40,000 Financial Beginnings Grays Harbor Youth Works $7,500 Hopeworks Social $50,000 Enterprises Juma Ventures $3,600 Partner in Employment Project Feast $12,000 Sound Outreach $3,600 Ventures $40,000 TOTAL: $286,700 Education Birth to 12th-grade educational opportunities, adult literacy, and other programs that enhance academic skills CCS - Youth Tutoring $23,600 Program Communities in Schools of $68,000 Washington Eastside Academy $30,000 Lutheran Community Services Northwest Rapid Resource Fund for $10,000 the Roadmap Project Regional Alliance for Youth Seattle Arts & Lectures Seattle Education Access Sound Learning $10,000 South Sound YMCA Technology Access Foundation Thrive Washington YMCA of Greater Seattle Zeno TOTAL: $331,600 Other Trustee requests, memberships, etc. Employee Matching Gifts $3,181 Grantmakers for Effective $1,920 Organizations Jefferson Community Foundation MultiCare Health $75,000 Foundation National Center for Family $2,400 Philanthropy Philanthropy Northwest $23,655 Rainier Valley Corps Rural Development Initiatives Seattle Foundation $50,000 Statewide Capacity $16,000 Collaborative Washington Nonprofits $7,813 Partners for Rural $10,000 Washington TOTAL: $244,969 Housing & Homelessness Housing and related services to support those in need, with the goal of helping people achieve housing stability CCS - Benedict House CCS - Drexel House CCS - Family Housing Network CCS - Grays Harbor Youth $10,000 Center CCS - HOME/ARISE/ Reach Out CCS - Katherine's House & Rita's House CCS - Nativity House $30,000 CCS - Sacred Heart Shelter CCS - Spirit Journey $10,000 CCS - St. Martin de Porres Shelter CHS ** - Noel House CHS - Rose of Lima $10,000 Cocoon House $45,000 Community Youth Services Compass Housing $55,000 Alliance Congregations for the Homeless Crossroads Housing Family Promise of Skagit $12,000 Valley Housing Hope $50,000 Imagine Housing $35,000 Jubilee Women's Center $30,000 Kitsap Rescue Mission $10,000 Low Income Housing $30,000 Institute Lydia Place New Horizons Ministries $35,000 North Olympic Regional Veteran's Housing Network Northwest Youth Services $50,000 Opportunity Council $30,000 Panza Plymouth Healing Communities Shared Housing Services The Coffee Oasis $30,000 The Sophia Way $3,600 Vision House $40,000 YouthCare $40,000 TOTAL: $880, * Catholic Community Services ** Catholic Housing Services

11 Family Support Programs for those suffering from the effects of domestic violence or sexual assault, services to support child welfare, programs providing for basic needs, and other human services Amara $35,000 Asian Counseling and Referral Service Assistance League of Everett Boyer Children's Clinic $40,000 Catherine Place $12,000 CCS - Hope House Center for Human $35,000 Services Centerstone of Seattle Chief Seattle Club Dawson Place Child Care Action Council of Thurston County Childhaven ChildStrive Connections Crisis Clinic DOVE Project $10,000 Eatonville Family Agency El Centro de la Raza Everett Recovery Cafe $5,000 Exodus Housing Family Education and Support Services FamilyWorks Grays Harbor County $10,000 CASA HopeSparks $50,000 Kindering Center $50,000 King County Sexual $30,000 Assault Resource Center Kitsap Community Resources Kitsap Strong Little Bit Therapeutic Riding Center Lopez Island Family Resource Center Market Foundation $50,000 Mother Mentors of Whidbey Island New Beginnings New Phoebe House Association NW Furniture Bank Olive Crest $40,000 Open Arms Perinatal Services Organization for Prostitution Survivors Parent Trust for Washington Children Puyallup Valley St. Francis $10,000 House Refugee Women's $35,000 Alliance Renton Area Youth & Family Services Rochester Organization of Families Scarlet Road $7,500 Skagit Domestic Violence & Sexual Assault Services Solid Ground $55,000 Somali Youth and Family $10,000 Club The Answer For Youth $8,500 Turning Pointe Survivor Advocacy Center Vashon Youth & Family Services Vine Maple Place $35,000 Volunteers of America $30,000 Western Washington Washington State $30,000 Coalition Against Domestic Violence Wonderland Developmental Center Youth Eastside Services YWCA Kitsap County TOTAL: $1,323,000 Youth Development Hunger Organizations working with underserved youth, offering mentoring, tutoring, or out-of-school time/enrichment activities Big Brothers Big Sisters of $10,000 Friends of the Children $30,000 Island County Seattle Big Brothers Big Sisters of $35,000 Girl Scouts of Western Puget Sound Washington Boys & Girls Clubs of $35,000 Olympic Peninsula YMCA Bellevue Powerful Voices Boys & Girls Clubs of Skagit SafeFutures Youth Center County School's Out Washington Boys & Girls Clubs of South $40,000 Puget Sound The Boiler Room $3,600 Boys & Girls Clubs of the The Greater Seattle Bureau Olympic Peninsula of Fearless Ideas Boys & Girls Clubs of Youth in Focus Whatcom County TOTAL: $368,600 Efforts to alleviate hunger, with an emphasis on distribution and rural communities Bellingham Food Bank CCS - Feed the Hungry $8,000 CCS - The Community $7,000 Kitchen Emergency Food Network $30,000 of Tacoma-Pierce County Food Lifeline $51,000 OPERATION: Sack Lunch $35,000 Rotary First Harvest $35,000 Seashare TOTAL: $216,000 11

12 2017 GRANT SUMMARY By primary geographic area 7% North Counties $288,900 By funding type 1% Other 6% Capital 15% 7% 58% Snohomish $259,500 King $2,239,900 13% Olympic Peninsula & South Sound $563,954 Pierce $494,600 25% Project Uncategorized - Dues, pooled funds, etc. $41,156 $3,888,010 TOTAL By primary program area Economic Opportunity Education Hunger 9% 8% 6% Other/Misc 6% 37% Family Support Youth Development 11% 23% Housing & Homelessness 68% General Operating 12

13 2017 FINANCIAL SUMMARY Qualified Distributions Foundation Operations $734,000 Grants $3,888,010 Total Distribution $4,622,010 Expenses Other Expenses Investment Costs $228,508 Investment Costs as a 0.24% Percent of Assets Total Disbursement $4,850,518 Assets Total Assets, Dec. 31, 2016 $89,956,000 Total Assets, Dec. 31, 2017 $97,189,560 Investment Costs Foundation Operations Grants 80% 5% 15% We have been fortunate to grow our prevention program over the past 5 years due in large part to the support of Medina. We are seeing children come forward sooner when abuse has happened and teens be able to prevent assaults using bystander intervention strategies we teach in our community high schools. Unaudited summary from January 1, December 31, 2017 MADDIE GRAVES-WILSON, EXECUTIVE DIRECTOR, BEYOND SURVIVAL 13

14 I so enjoy the time together with family, and there s a true sense of joy when the Foundation helps start a project or when we give to an organization that is really making a difference. MARION CLAPP RAWLINSON, MEDINA TRUSTEE Being a Trustee has been an incomparable experience. We have always endeavored to support organizations that enhance the quality of life for people in our community. It s what drives us, and to be part of the Foundation is a great honor. PAM HENRY, MEDINA TRUSTEE Medina Foundation has helped make Seattle a neighborly place, a safe place, for 70 years. REV. RICK REYNOLDS, EXECUTIVE DIRECTOR, OPERATION NIGHTWATCH 14

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16 I thought that being a Trustee was going to be all about giving back. It s the complete opposite. I ve learned so much. It s so inspiring to go on site visits to see what incredible work is being done by nonprofits and to see the amazing strength of the people they are serving. PIPER HENRY-KELLER, MEDINA TRUSTEE 2017 Board of Trustees Gail Gant, President Jill Gardner, Vice President Jean Gardner, Treasurer Elizabeth Williams, Secretary Edelveis Clapp Margaret Clapp Matthew N. Clapp Jr. Tamsin Clapp Stephen Gant Patricia Henry Piper Henry-Keller Marion Clapp Rawlinson 2017 Staff Jennifer Teunon, Executive Director Aana Lauckhart, Program Officer Jessica Case, Program Officer Alexia Cameron, Office & Grants Administrator Second Avenue, Suite 1300, Seattle, WA