Saramana Chapter Sons of the American Revolution

Transcription

1 Saramana Chapter Sons of the American Revolution SUMMARY Mission To provide increasing amounts of Cash Scholarships to area students thru contests that encourage learning about our countries founding, the founding documents, and the Revolutionary War Period. These awards encourage civic responsibility and duty, and a deeper understanding of the complicated issues surrounding the war for American independence. Contact Information Primary Address Alternate Address 5220 Manz Place Apt 230 Sarasota, FL Manz Place Apt 230 Sarasota FL Phone Alternate Phone webmaster@saramanasar.org Website Facebook saramanasar General Information nprofit Organization Does Business As (DBA) Saramana Chapter Sons of the American Revolution 1

2 Saramana Chapter Sons of the American Revolution Saramana SAR Chapter Sarasota County Sons of the American Revolution Manatee County Sons of the American Revolution Sons of the American Revolution Saramana Chapter Tax Exempt Status Public Supported Charity Incorporation Year 1966 State Charitable Solicitations Permit Exempt 0 State Registration 0 2

3 BACKGROUND & NEEDS Impact Statement The income provided by the Saramana SAR Operating Budget Trust Fund enables the Chapter to increase the amounts provided to our individual contest winners. Contest entrants are required to submit to challenging competition. The details are published on our web page or the web pages of the National Society Sons of the American Revolution. Examples: High School Students Enhanced JROTC Essay Contest submit an essay on "How JROTC has prepared me to be a better citizen of the United States of America". Eagle Scout Contest submit a 500 word Patriotic Theme and complete a Four Generation ancestor chart. Oration Contest - The subject shall deal with an event, personality, or document pertaining to the Revolutionary War and show a relationship to America today. Knight Essay Contest The topic of the essay shall deal with an event, person, philosophy, or ideal associated with the American Revolution, the Declaration of Independence, or the framing of the United States Constitution. Middle School Students Brochure Contest the theme will be The Foundational Documents of the United States. Elementary School Students Poster Contest For academic years ending in even numbers, the theme shall be "Revolutionary War Events." For academic years ending in odd numbers, the theme shall be "Revolutionary War People." Educating our students about our nation s history should be important to all of us. Needs Statement 1. Increased funding for the Saramana Operating Trust Fund in order to award greater Contest Winner Amounts. For each additional $50,000 we receive, the Contest Amounts of our four main Contests increases by approximately $500 per Contest (based on investment returns). Our short-term goal is to increase each Contest Payout to $2,000. Our long-term goal is to increase each Contest Payout to $5,000 or more. Currently, our primary source of contest money is chapter members dues. 2. Increased contest amounts will entice more of our area s students to enter our contests and learn more about the founding of our country. Our Trust Documents state: Under no circumstances shall the Trustees invade the principal of the Trust Fund. This means that donations made today will continue to provide Contest Funds to the area s students for years to come. 3. Increase funding for community outreach by the Saramana Color Guard / Speaker's Bureau. By raising $2500 the organization will be able to purchase supplies and equipment to enhance and expand community outreach projects that promote education in American history. Of particular need are historic flags from the Revolution, uniforms for staff, and replicas of historic items for the period to be used in educational presentations. Background Statement The founders of our chapter began a noble endeavor in 1953 when ten men gathered to pledge their energies to carry on the principles of our nation s founders. They created the Saramana chapter of the Sons of the American Revolution on the west coast of Florida. The new chapter attracted 32 members and was chartered on April 15, With seven officers, three board members and just five active committees, they sent two of their number to state as officers and one to a national position in the first three years as a chapter. Our members were and are totally committed to our mission. This level of commitment continues today with several members currently holding state offices as well as Chairing or serving on numerous important Committee s at both the State and National 3

4 level. In past years, we have had members holding National Office, including two serving as President General. Our chapter has hosted state meetings and Annual meetings. We have received many awards and several of our educational programs have become state and national programs. Eight of our members were awarded the coveted SAR Patriot Medal. Saramana is one of the largest and most active Chapters in Florida. This year and in past years, many of our members and officers were named Congress Delegates and have attended the National SAR Congress. Statement from the Board Chair Our Chapter Membership has grown to where we are one of the largest chapters in Florida. We have more of our members volunteering to serve as Officers and help serve on our many committees and serve our community. Our Trust Fund has grown to where it is augmenting the amount we can offer for our Contest Winners, instead of the entire amount coming from our member s dues. We have increased communications between our Chapter and the School Boards of Sarasota and Manatee Counties by alerting them to the Scholarship opportunities for their students. We have increased our communications with the Girl Scouts of Gulf Coast Florida and the Southwest Florida Council, Boy Scouts of America. Specifically as it relates to the Manatee District and the Two Rivers District that serves Sarasota County. These local scouting organizations can use our contests as teaching tools. We continue to have our March luncheon set aside as our Fire Safety and Emergency Medical Services awards ceremony. We invite every Fire Chief in Sarasota and Manatee counties to nominate one candidate to receive either the Fire Safety Commendation Medal, the Emergency Medical Services Commendation Medal, or the Medal for Heroism. The Sons of the American Revolution presents these medals to deserving Fire Safety and Emergency Medical Services Officers annually. The officer s commendation is published in a book and presented to the National Congress every July. This book and each officer s commendation become a permanent part of the Society s library and museum. Our Chapter will sponsor the lunch of each officer nominated and one presenter. We also continue to have our April luncheon set aside as our Police and Law Enforcement awards ceremony. We invite every Sheriff and Police Chief in Sarasota and Manatee counties to nominate one candidate to receive either the Law Enforcement Commendation Medal or the Medal for Heroism. The Sons of the American Revolution presents these medals to deserving Law Enforcement Officers annually. The officer s commendation is published in a book and presented to the National Congress every July. This book and each officer s commendation become a permanent part of the Society s library and museum. Our Chapter will sponsor the lunch of each officer nominated and one presenter. We enjoy encouraging today s youth to learn about the history of our country. We are honored to provide recognition for public service to our communities. We completely enjoy our goal to working to inspire our community with the principles on which our nation was founded and we honor, respect, and support veterans. Statement from the CEO/Executive Director Areas Served FL- Manatee FL- Sarasota FL- Hardee 4

5 Having a membership spread throughout the Manatee and Sarasota county area, Saramana can reach any school, veteran's organization, or community group wanting to expand its knowledge of the American history and the Revolutionary War. For Hardee County, the extent of our service is supporting the Hardee Senior High School JROTC Program. Service Categories Primary Organization Type Secondary Organization Type Tertiary Organization Type Education Public & Societal Benefit Youth Development 5

6 PROGRAMS Enhanced JROTC Essay Contest Description Saramana Chapter selects an Outstanding JROTC Cadet and enters that cadet into their State Society's Outstanding JROTC Cadet program Budget $3, Thanks to the Giving Challenge, for academic year 2016 / 2017, the Saramana Chapter was able to increase its Cash Scholarship awards. First Place Winner receives $1,500.00, 2nd Place Runner-up receives $350.00, and 3rd Place Runner-up receives $ These awards are presented to the Outstanding Cadet's in their next to last year of JROTC. The Enhanced JROTC program objectives: To recognize Outstanding JROTC Cadets at the Chapter level. To work with JROTC units to determine how best to encourage and recognize these outstanding student citizens and support this exceptional national youth program. The selection of the JROTC Outstanding Cadet is based upon: nominee s scholastic standing, grade point average, levels of participation and leadership in the JROTC and extra curricula activities, and quality of the essay. Particular attention is given to spelling, grammar and punctuation as well as quality and applicability of the essay content. Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Youth Development, General/Other Youth Development, General/Other Yes Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Participating Cadets gain knowledge and experience that will assist them in future high school and college courses. The knowledge also helps build a sound basis for decision making as adults. Participants receive a highly prestigious award that recognizes they are a person of outstanding character. The Chapter is looking for one candidate from every JROTC Unit in Sarasota, Manatee, and Hardee Counties. Each student that enters this contest will deliver an original essay on How JROTC has prepared me to be a better citizen of the United States of America. Few students are ever asked to put this type of thought process on paper. Each JROTC Cadet must plan, organize, and direct their thoughts in a mature and introspective manner. Students will learn more about themselves; working as part of a team; focusing on goals; and personal discipline. The winners can claim this success on their college applications and the Chapter will document their accomplishment in the monthly newsletter, which will be ed to each student as evidence of their accomplishment. Written essays develop one as an individual and gives tremendous confidence to the essayist. 6

7 Program Success Monitoring Program Success Examples The program works, its success is measured by the number of contestants we attract. The greater the number of contestants, the more young adults have been exposed to learning about themselves and this great country. This will make them better citizens and more knowledgeable leaders in years to come. In 2017, at our George Washington Birthday Celebration we had seven JROTC Cadets enter our Enhanced JROTC Essay Contest. We awarded the winning Cadet a check for $1,500 and a Bronze Medallion on a Neck Ribbon, framed bar with a bronze star and a certificate. The Cadets that did not win were awarded the Bronze Good Citizenship Medal, with Bar and Certificate. Like the winner, they also wrote an essay and had letters of recommendation from their School Principal and their Senior Military Instructor. Students express a satisfaction at every level of this scholarship contest, as seen in local, state and national judging, All successes are accompanied by certain tangible awards, which are useful in developing a curriculum vitae for further education use. 7

8 The Joseph S. Rumbaugh Historical Oration Contest Description The Rumbaugh Oration Contest is open to all students attending home schools, public, parochial, or private high schools who are in their freshman, sophomore, junior or senior (grades 9 through 12) year of study. The National Association of Secondary School Principals has placed this program on the NASSP National Advisory List of Contests and Activities for Purpose of the Contest To support historical research in our high schools by promoting oratorical presentations related to our Revolutionary War period To emphasize American History to the high school student and focus on an intelligent relationship between the past and the present. To place a positive emphasis on the plans of our founding fathers. Budget $2, Thanks to the Giving Challenge, for academic year 2016 / 2017, the Saramana Chapter was able to increase its Cash Scholarship awards. First Place Winner receives $1,500.00, 2nd Place Runner-up receives $350.00, and 3rd Place Runner-up receives $ The oration must be original and must deal with an event, personality, or document pertaining to the Revolutionary War and show a relationship to America today. Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Youth Development, General/Other Youth Development, General/Other Yes Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Participating students gain knowledge and experience that will assist them in future high school and college courses. The experience of planning, organizing and delivering a competitive presentation, helps build superior communication skills as an adult. The Chapter is looking for one student from every high school in Sarasota, Manatee, and Hardee County. Each student that enters this contest will have had to learn more about an event, personality, or document pertaining to the Revolutionary War and show a relationship to America today. This will mean students learning more than what is taught in High School and that will make them better citizens of this country. This Historical Oration Contest promotes individual thought and organization. The winners can claim this success on their college applications and the Chapter documents their accomplishment in the monthly newsletter, which will be ed to each student as evidence of their accomplishment. Oral presentations develop poise, faith in oneself, and builds tremendous confidence for the orator. 8

9 Program Success Monitoring Program Success Examples The program success is measured by the number of contestants we attract. The greater the number of contestants, the more young adults have been exposed to learning more about an event, personality, or document pertaining to the Revolutionary War and show a relationship to America today. This will make them better citizens and more knowledgeable leaders in years to come. In 2017 we had three Contestants present at our December luncheon with their teachers and family members. Our Chapter first place winner receive a check for $1,500. Our Chapter winner also won the Florida Society Contest and will now have a chance to compete at National in July. When students enter this contest it helps them in future high school or college courses (ie, what they learn by entering this contest helps them make informed decisions when they start voting). This contest, under a new Committee Chairman is growing. 9

10 Arthur M. & Berdena King Eagle Scout Scholarship Description This Contest is open to all Eagle Scouts who are currently registered in an active unit, and have not reached their 19th birthday during the year of application. Budget $2, Thanks to the Giving Challenge, for academic year 2016 / 2017, the Saramana Chapter was able to increase its Cash Scholarship awards. First Place Winner receives $1,500.00, 2nd Place Runner-up receives $350.00, and 3rd Place Runner-up receives $ The State Society winner receives an amount of $1,000 and moves on to the National Contest where the winner receives $8,000. The Scholarship Application consists of: 1. A two page application form. 2. A four generation ancestor chart. 3. A 500 word patriotic theme essay. The Saramana Chapter honors any person that achieves the rank of Eagle Scout in Sarasota, Bradenton, and Venice. The Saramana Chapter prefers to present The Eagle Scout Certificate at the Court of Honor. Category Program Linked to Organizational Strategy Population Served Short Term Success Youth Development, General/Other Youth Development, General/Other Yes Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Participating Eagle Scouts gain knowledge and experience that will assist them in future high school and college courses. The experience of planning, organizing and delivering a Patriotic Theme Essay, helps build superior communication skills and an appreciation for our national heritage. Furthermore, the ancestry research builds an appreciation of their family and personal lineage. 10

11 Long Term Success The Chapter is looking for Eagle Scouts in Sarasota, Manatee, and Hardee Counties to congratulate them on their achievement in reaching this high level of Scouting. Each Eagle Scout is encouraged to enter the scholarship contest. Contestants are required to complete a four generation ancestor chart, thus helping each Eagle Scout learn about his own family. Each Eagle Scout is also required write a Patriotic Themed essay, thus learning more about the American Revolution, the Declaration of Independence, or the United States Constitution. Students will learn more than what is required in high school and that will make them better citizens. The Eagle Scout Contest promotes individual thought and organization. Written essays develop writing skills and build confidence in communicating one's thoughts. The winners can claim this success on their college applications and the Chapter documents their accomplishment in the monthly newsletter, which will be ed to each student as evidence of their accomplishment. The winners can claim this success on their college applications and their accomplishment is documented in the monthly newsletter. Program Success Monitoring Program Success Examples The program works, its success is measured by the number of contestants we attract. The greater the number of contestants, the more young adults have been exposed to learning about themselves, their own families, and this great country. This will make them better citizens and more knowledgeable leaders in years to come. In 2016 we only presented two Eagle Scout recognition certificates and patches. Our Committee Co-Chairman (one from Manatee and one from Sarasota County) are both greatly involved in scouting. We hope our future looks brighter. In 2017 we did have five scholarship contestants, which is much better than none in

12 George S. & Stella M. Knight Essay Contest Description This contest is open to all students who are United States citizens or legal aliens. Contestants shall be attending public, parochial, or private high schools (including accredited home schools). Contestants shall be in the freshman, sophomore, junior, or senior grade of study during the contest year. The National Association of Secondary School Principals has placed this program on the NASSP National Advisory List of Contests and Activities for Budget $1, Thanks to the Giving Challenge, for academic year 2016 / 2017, the Saramana Chapter was able to increase its Cash Scholarship awards. First Place Winner receives $1,000.00, 2nd Place Runner-up receives $350.00, and 3rd Place Runner-up receives $ The contest is for an original researched and proven topic. The topic of the essay shall deal with an event, person, philosophy, or ideal associated with the American Revolution, the Declaration of Independence, or the framing of the United States Constitution. Students must source at least five (5) references with the minimum of three being published book sources. Essays will be judged on the following criteria: historical accuracy, clarity of thought, organization and proven topic, grammar, spelling and documentation. Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Youth Development, General/Other Youth Development, General/Other Yes Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Participating students gain knowledge and experience that will assist them in future high school and college courses. The experience of planning, organizing and writing a competitive essay, helps build superior communication skills. For example, the essay emphasizes historical accuracy, clarity of thought, organization and proven topic, grammar, spelling and documentation. The Chapter is looking for one student from every high school in Sarasota, Manatee, and Hardee Counties. Each student that enters this contest will have had to learn more about the American Revolution, the Declaration of Independence, or the United States Constitution. Students will learn more than what is required in high school and that will make them better citizens. The Knight Essay Contest promotes individual thought and organization. The winners can claim this success on their college applications and the Chapter documents their accomplishment in the monthly newsletter. Written essays develop writing skills and build confidence in communicating one s thoughts. 12

13 Program Success Monitoring Program Success Examples The program works, its success is measured by the number of contestants we attract. The greater the number of contestants, the more young adults have been exposed to learning more about the American Revolution, the Declaration of Independence, or the United States Constitution. This will make them better citizens and more knowledgeable leaders in years to come. In 2017, we only had one contestant, and they received a Cash Scholarship of $1,000. They are also entered in the Florida Society contest. 13

14 Public Service Description Includes Fire Safety, EMS awards, and Law Enforcement and Heroism awards. Budget $2, Fire Safety and EMS awards The Saramana Chapter invites the 10 fire chiefs from Manatee County including the Manatee County Emergency Medical Services, and 5 fire chiefs from Sarasota County to nominate a recipient of either the Fire Safety Commendation Medal, the Emergency Medical Services Commendation Medal, or the Medal for Heroism. The awards are presented in March. Law Enforcement and Heroism awards The Saramana Chapter invites the 4 police chiefs plus the Sheriff from Manatee County, and 4 police chiefs plus the Sheriff from Sarasota County to nominate a recipient of either the Law Enforcement Commendation Medal or the Medal for Heroism. The awards are presented in April. Each department is afforded one nominee. Each officer nominated receives a medal and a certificate. There is no competition among nominees. Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Public Safety, Disaster Services, General/Other Public Safety, Disaster Services, General/Other Yes General/Unspecified General/Unspecified General/Unspecified As members of the community, this is our opportunity to express sincere appreciation for the dedication and unselfish sacrifices or our law enforcement, fire safety and emergency medical professionals. We believe that they are under appreciated and want to take positive steps to correct this in the community. Our Chapters long-term success will only be measured by the residents of Manatee and Sarasota counties. The Chapter strives to instill in the residents of our two counties to be ever thankful for those that serve. Especially the public servants in the Fire, Emergency Medical Services, and Law Enforcement areas. We are honored to have the opportunity to invite the 15 firemen / emergency medical services organizations and the 10 law enforcement agencies in our two counties to present a candidate of their choosing for our Chapter to honor with awards each year. We recognize these Public Service employees on behalf of our Communities. Program Success Monitoring The program works, its success is measured by the professional public servants in law enforcement, fire safety, and emergency medical technicians we recognize and thank each year. 14

15 Program Success Examples In 2016, the Saramana Chapter was able to award five Law Enforcement Commendation Medals with an enamel bar and a certificate. We also awarded five Medals for Heroism with an enamel bar and a certificate. In addition the Saramana Chapter was able to award five Fire Safety Commendation Medals with an enamel bar and a certificate. We also awarded two Emergency Medical Services Commendation Medals with an enamel bar and a certificate. Each award recipient along with their superior was provided lunch and each recipient had their nomination letter read. Comments Program Comments by Organization Thanks to the Giving Challenge, the Saramana SAR Chapter has been able to significantly increase our Cash Scholarships we provide to the areas youth. For the 2012 / 2013 academic year, our largest 1st place award was $ and in only one contest did we pay for 2nd place. For the 2016 / 2017 academic year we have more than one contest where we pay out in Cash Scholarships 1st place $1,500.00, 2nd place $ and 3rd place $ Our Saramana SAR Chapter is faced with a couple of challenges. Our fiscal year is the calendar year. Our members pay dues for a calendar year. Our goal is to meet in May of each year and create a budget for the coming calendar year. One reason we budget in May is because we need to be able to advertise our Youth Cash Scholarship awards to the areas schools (public, private, and homeschoolers) as well as scouting groups and other youth organizations before the school year starts. With the Giving Challenge taking place in the last part of September, and the fact that we do not want to spend more than we can afford, we are guessing on the amounts we can give for Cash Scholarships and relying more on what we have on hand vs what we MAY receive during the Giving Challenge. 15

16 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Exec Director N/A Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 0 Staff Retention Rate % Professional Development N/A Contractors 0 Volunteers 40 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation Yes N/A N/A N/A Collaborations The Saramana Chapter, Sons of the American Revolution maintains close relationships and collaborates with the Chi Chi Okobee Chapter, Childrien of the American Revolution, as well as the five local chapters of the Daughters of the American Revolution (Allapatah, Manatee, Myakka, Osceola, and Sara De Soto). Additionally, Saramana participates in annual activities with the Manatee County History Fair, Manatee Public Schools, Sarasota Public Schools, Sarasota National Cemetery (Wreaths Across America), various law enforcement and fire/ems jurisdictions, and several local scout troops. 16

17 GOVERNANCE Board Chair Board Chair Mr. Steven Ray Fields Company Affiliation Retired Board Term Jan 2017 to Dec 2018 Board Chair Board Members Name Affiliation Status Treasurer Samuel Preston Adams Retired Voting Governor William "Bill" Edward Battles III Vice President Douglas "Doug" Everett Erb President Steven "Steve" Ray Fields Retired Retired Retired Voting Voting Voting Governor John Leland Fitzpatrick Retired Voting Chaplain John Headlee Hartley Retired Voting Past President Frank Xavier Hodalski Past President Richard "Dick" Kenneth Mahaffey Past President Victor "Vic" George McMurry Governor Timothy "Tim" Paul Milligan Sergeant-at-Arms Vincent (Vince) Dean Panissidi Retired Retired Retired Insurance Retired Exofficio Voting Exofficio Voting Voting Governor David Carter Purviance Retired Voting Historian Charles William Riegle Retired Voting Governor William "Bill" Alexander Segraves Past President Phillip Herbert Tarpley Past President John Addison Williams Jr. Retired Retired Retired Voting Exofficio Exofficio Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 16 Hispanic/Latino 0 Native American/American Indian 0 Other

18 Board Demographics - Gender Male 16 Female 0 t Specified 0 Governance Board Term Lengths 1 Board Term Limits 20 Board Orientation Yes Number of Full Board Meetings Annually 7 Board Meeting Attendance % 88 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 14 Percentage of Board Making In-Kind Contributions 90 Constituency Includes Client Representation Yes Standing Committees Audit minating 18

19 FINANCIALS Current Financial Info Tax Year Begins 2018 Tax Year Ends 2018 Projected Revenue $28, Projected Expenses $26, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $161, Spending Policy Income Only Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 Anticipate Campaign Within Next 5 Years? IRS Form 990s 990-N for N for N for N for N for N for 2011 Audit/Financial Documents Condensed Financial Statement 2016 Condensed Financial Statement 2015 Condensed Financial Statement 2014 Condensed Financial Statement 2013 Condensed Financial Statement 2012 Condensed Financial Statement 2011 Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities

20 Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses Fiscal Year Total Revenue $19,190 $20,623 $16,777 Total Expenses $16,103 $15,945 $14,152 Revenue Sources Fiscal Year 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 $4,226 $5,732 $1,776 Indirect Public Support $0 $0 $0 Earned Revenue $2,728 $10,473 $9,942 Investment Income, Net of Losses $0 $0 $0 Membership Dues $4,205 $4,418 $5,059 Special Events $8,031 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 Expense Allocation Fiscal Year Program Expense $7,975 $14,437 $12,589 Administration Expense $1,545 $1,507 $1,563 Fundraising Expense $6,583 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 50% 91% 89% Fundraising Expense/Contributed Revenue 54% 0% 0% Assets and Liabilities Fiscal Year Total Assets $28,979 $26,666 $9,409 Current Assets $28,979 $26,666 $2,343 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $28,979 $26,666 $9,409 Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Fundraising $8,031 Program Service Revenue $10,473 Program Service Revenue $9,942 Second Highest Funding Source & Dollar Contributions, gifts, Contributions, gifts, Membership Dues Amount grants $4,226 grants $5,732 $5,059 Third Highest Funding Source & Dollar Amount Membership Dues $4,205 Membership Dues $4,418 Contributions, gifts, grants $1,776 20

21 Comments Financial Comments by Organization Most of Saramana's current charitable work is funded through the dues paid by our membership. Participation in the Giving Challenge has allowed our organization to increase scholarships to high school students displaying a passion for and excellence in the study of early American history. This year's addition of the Amazon Smile program to our fundraising looks to further enhance our community outreach by enabling more public educational events with greater historical accuracy. Financial Comments by Foundation Financial information taken from unaudited compilations as the organization files a 990-N. 21

22 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Yes Yes Yes Affiliations Affiliation Florida Society Sons of the American Revolution (FLSSAR) National Society Sons of the American Revolution (NSSAR) Year 0 0 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Created Copyright