2011 ANNUAL REPORT West Central Wisconsin Community Action Agency, Inc. Working to create a more just and sustainable society
LETTER FROM... Greetings from the Board and Staff of West CAP; We are pleased to present West CAP s Annual Report for fiscal year 2011. As you will see, West CAP has had a tremendous impact on the lives of west central Wisconsin s low-income families and their communities. Between July 1, 2010 and June 30, 2011, West CAP directly assisted nearly 8,000 households with direct services and resource referrals while bringing in over 11.5 million dollars to work in our local economy. Most of West CAP s work is supported by grants and contracts that are very specific about who is eligible to receive services, and West CAP has a very strong record of quality performance in the delivery of these programs. Additionally, throughout its forty-seven year history, West CAP has earned a reputation for its creation of new, innovative and highly effective programs. One such innovation, West CAP s JumpStart facilitated car purchase program, was recognized by the federal Department of Health and Human Services as one of the top 10 most promising programs in America for helping TANF recipients rise out of poverty. (TANF stands for the federal Temporary Assistance for Needy Families program which is called W-2 in Wisconsin). West CAP was also acknowledged for pioneering work in residential energy efficiency through our deep retrofit program and for improving the nutritional education and outcomes for Head Start and WIC families through our Family Table Cooking Program. All three of these programs were created here at West CAP and all have attracted national recognition. While we are proud of these achievements, it must also be noted that these are very tough times for the growing ranks of Americans whose incomes are now below the federal poverty guidelines. There are now close to 47 million Americans living in poverty, more than at any time in our country s history, and 23% of them are children. In fact, of the 35 wealthiest nations in the world, only Romania has a higher child poverty rate than the United States. This grim reality is highlighted against a backdrop of cuts and proposed cuts to many of the government funded programs that often mean the difference between barely getting by and complete destitution for many of our families. At West CAP we remain committed to doing the very best we can with the resources we are able to marshal in support of our overall mission summarized on this report s cover: Working to create a more just and sustainable society. I can think of no more worthwhile endeavor. With Warm Regards, Peter H. Kilde Executive Director 2
BOARD OF DIRECTORS From left to right: Tom Etmund (Treasurer), Todd Groat (Secretary), Dawn Hemm (Vice President), Paul Streif (President), Peter Kilde (West CAP Executive Director). West CAP is governed by a 21 member board of directors. Directors are selected to represent low-income, government and community constituencies in each of the counties we serve. Government representatives are selected by their county board; community representatives are selected by various organizations and businesses; low-income representatives are elected through a democratic process. Meetings are held the second Monday of each month (excluding July and December). All meetings are open to the public. Agendas can be found on our website at www.westcap.org. Barron County Donna Cordes Myrtle Herbst Paul Streif Chippewa County Tom Etmund Dawn Hemm Jared Zwiefelhofer Dunn County Edna Forrest Sheila Stori Mary Van Norman Pepin County Elwin Fedie Bill Ingram Pierce County Mary Maier-Abel Philip Verges Ruth Wood Polk County Julie Gray Todd Groat Larry Jepsen St. Croix County Kelly Cain Dave Ostness Cindy Thomas 3
OUR MISSION West Central Wisconsin Community Action Agency, Inc. serving Barron, Dunn, Chippewa, Pepin, Pierce, Polk, St Croix Counties The mission of West CAP is to take action against poverty by developing the social and economic assets of low-income families and their communities and by working to create a more just and sustainable society. 2011 Total Economic Impact: $11,525,490 2011 Total Households Served: 7,960 Weatherization 50.6 % 522 households served Food Access & Resources 6.4 % 5,785 households served Homeless Prevention & Homeownership Programs 20.5 % 683 households served JumpStart/ Ideal Auto 7.5 % 47 households served Community Housing Development Organization 13.1 % 370 households served 1 % 1 % Literacy & Skills Enhancement 42 households served 4 Community Initiatives 511 households served
FOOD & SHELTER Homeless Prevention Program Temporary Assistance financial support to maintain housing Transitional Housing stability for homeless households - direct assistance, creating goals, attaining self-sufficiency Housing Choice Vouchers long-term rental assistance for low-income households Homeownership Program HUD certified housing counselors assist families in understanding and attaining responsible home ownership. Housing counselors provide several services including: Home Buyer workshops Down payment and closing cost assistance Foreclosure Intervention workshops Foreclosure mitigation - finding solutions, understanding options, limited financial assistance Food Access and Resources Program - Households Served: 683 - Economic Impact: $2,362,943 The Food Access and Resources Program addresses food security in our communities by supporting a network of food pantries, soup kitchens, and shelters that provide emergency food assistance. The program provides staff support and food distribution assistance to 25 community-based food pantries, 4 shelters and 1 soup kitchen in west central Wisconsin. Each of these outlets provides direct, emergency food assistance to low-income families in their area. Senior Farmers Market Vouchers vouchers for low-income senior households to utilize at certified farmers markets and roadside stands. Commodity Supplemental Food Program Monthly deliveries of food boxes to low-income seniors. - Households Served: 5,785 - Economic Impact: $739,984 5
HOUSING HomeWorks Program HomeWorks provides high quality, energy efficient and affordable housing. The Community Housing Development Program constructs and manages affordable rental housing for families. The Housing Preservation Program provides whole house services to low-income homeowners and renters, including: weatherization, energy audits, and repairs. Weatherization provides basic weatherization services to low-income homes and apartments as well as emergency furnace repair and replacement. - Households Served: 522 - Economic Impact: $5,837,244 Community Housing Development of affordable housing in our communities, management of over 349 units of affordable rental housing, energy audits to identify cost-effective plans for deep energy conservation, use of innovative energy designs and systems to reduce net energy use by 60-100%, and partnerships with local contractors to complete work. - Households Served: 370 - Economic Impact: $1,511,015 6
TRANSPORTATION JumpStart Transportation Program JumpStart helps low income families solve their essential job and family transportation needs by assisting in the purchase of good quality, fuel-efficient cars. The JumpStart Transportation Program works with the everyday realities faced by low-income working families - the need to get to a job every day and on time, the lack of disposable income for insurance payments or expensive car repairs, and the problems caused by a poor credit history. JumpStart assistance includes: Finding the right car at a reduced price Obtaining financing from a local credit union for vehicle purchase Establishing a fund to cover major repair expenses Preventative maintenance training - Households Served: 47 - Economic Impact: $862,615 It Was A Win-Win - printed in the Barron County News Shield, April 2010 When the Walmart Foundation gave $2.2 million to the Meals on Wheels Association of America, they expected to help elderly and disabled adults throughout the country. They certainly have done that! But, I would dare say, they probably didn t expect to help improve the quality of life for a young working family in West Central Wisconsin. They have done that as well! In January 2010, our Barron County Meals on Wheels received notification of being selected to receive one of 146 grants nationwide. The grant was to be used to purchase a vehicle for delivering meals in an effort to save the program money. On the suggestion of our Committee on Aging Chairperson, John Hardin, we contacted West CAP. Through their Jump Start program and Ideal Auto, we were able to find the perfect vehicle a 2010 (yes, that s a 2010!) Pontiac Vibe. This car met all of our requirements fuel efficient, low mileage, reliable, great safety rating, and more. Even better, we were able to stay within our budget and have money leftover for vehicle maintenance tires, oil changes, etc. When I learned about the JumpStart program, I was hoping we could get what our program needed and help another worthwhile program in the process. It seemed like the perfect match! says Joanne Grensing, Meals on Wheels Coordinator. According to Randy Roemhild, Program Manager, Many people take their transportation for granted. JumpStart dramatically improves the quality of life for low-income families. When you have reliable transportation, you have access to better jobs, good daycare, family activities and medical services. Randy purchased the 2010 Pontiac Vibe at auction. He put the car through the same inspection and detailing process all of their vehicles go through. He did all of this for a mere $500 over cost. He saved the Meals on Wheels program over $1,000, and was a gem to work with. Best of all, we would be helping an area family with their transportation needs, said Leslie Fijalkiewicz, Nutrition Program Supervisor. It was a win-win! 7
EDUCATION & COMMUNITY INITIATIVES 8 Literacy and Skills Enhancement Program Literacy assistance to improve literacy skills for personal, educational or job related goals Skills Enhancement financial assistance for low-wage workers enrolling in short-term training to increase job skills and benefits. Community Initiatives - Households Served: 42 - Economic Impact: $81,509 Menomonie Farmers Market - a place for the community to provide a profitable marketplace for farmers to generate extra income. It provides an opportunity for consumers to purchase fresh products directly from area farms, such as vegetables, fruit, eggs, meats, and handmade crafts. Local Foods - Family Table Cooking Program, Community Gardens, and support for a Farm to School project. Glenwood Project - assistance to low-income woodlot owners in enrolling in Forest Management Plans to reduce property tax burdens, and help with managing harvests and utilizing wood products for both income and home heating. Holiday Gift Drive - for children ages birth to 18 years, we help with gift giving during the Holiday Season to income eligible families in the Glenwood City and Spring Valley school districts. Completely funded by the generous donations of the community and local businesses. Back-to-School Supply Program - for children in Dunn County and the Glenwood City school districts, our program assists income eligible families with supplies for Pre-K to 12th grade during the month of August. Completely funded by the generous donations of the community and local businesses. - Households Served: 511 - Economic Impact: $130,180
2011 Board of Directors Annual Meeting Awards Presented to: RECOGNITION Andy and Agnes Welsch Volunteer Award Presented by Melissa Wyss, Food Access & Resource Manager Andy & Agnes volunteered at the Food Pantry in Glenwood City every week stocking shelves and unloading the trucks, as well as helping out with the SFMNP. Agnes was also very willing to help out with the CSFP distribution and lugged her share of boxes to clients vehicles. When there was an emergency, we could call on them and they would always show up. Jessica Padellford VISTA Service Award Presented by Tom Quinn, Economic Assets Director Jessica joined West CAP in August 2009. She planned and coordinated Family Table sessions in Dunn County, participated in planning local and regional food summits, and successfully managed the Menomonie Farmers Market. Her contributions to local foods efforts also included planning and start-up of the Menomonie Community Garden, hosting a children s class on gardening, and numerous other outreach activities. Julie Bahr Client Achievement Award Presented by Jessica Stark, Homeless Services Specialist Julie was able to remove herself and her three children from an abusive marriage through the assistance of the Tenant Based Rental Assistance (TBRA) program. For the first time she is able to spend time with friends and enjoy life. 9
FINANCIAL STATEMENTS Consolidated Statement of Financial Position June 30, 2011 Assets Current assets: Cash... $94,993 Grants receivable... $756,349 Accounts receivable... $275,083 Loans receivable, current portion... $151,000 Inventory... $299,387 Prepaid expenses... $28,303 Construction in progress... $339,611 Total current assets... $1,944,726 Long-term assets: Restricted cash... $266,559 Loans receivable, net... $751,673 Investments... $129,079 Investment in and advances to limited partnerships... $5,372,108 Deferred development fees... $377,272 Other assets... $14,717 Total long-term assets... $6,911,408 Property and equipment, net... $5,701,261 TOTAL ASSETS... $14,557,395 Liabilities and Net Assets Current liabilities: Current portion of notes payable... $547,633 Current portion of capital lease payable... $9,813 Accounts payable... $777,260 Accrued payroll and related expenses... $240,973 Other accrued liabilities... $100,940 Grant funds received in advance... $834,778 Total current liabilities... $2,511,397 Consolidated Statement of Activities Year Ended June 30, 2011 Temporarily Unrestricted Restricted Totals Revenue: Grant revenue... $10,195,385 $610,786 $10,806,171 Donations/ Foundations/United Ways... $288,313 $22,782 $311,095 Investment income... $101,010 $115 $101,125 Rental income... $945,668 $9,038 $954,706 Program contributions... $60,367 $0 $60,367 Sales... $663,814 $0 $663,814 Other income... $633,410 $800 $634,210 Net assets released from restrictions... $190,351 ($190,351) $0 Total revenue... $13,078,318 $453,170 $13,531,488 Expenses: Salaries and wages... $3,597,215 $0 $3,597,215 Fringe benefits... $1,028,217 $0 $1,028,217 Consultants/contract labor... $354,102 $0 $354,102 Space/utilities... $486,180 $0 $486,180 Consumable supplies... $221,813 $0 $221,813 Travel/transportation ad training.. $343,198 $0 $343,198 Small equipment purchases/depreciation repairs and maintenance... $357,400 $0 $357,400 Other expenses... $814,330 $0 $814,330 Participant support... $4,496,028 $0 $4,496,028 Interest... $186,374 $0 $186,374 Cost of goods sold... $627,220 $0 $627,220 Total expenses... $12,512,077 $0 $12,512,077 Change in net assets... $566,241 $453,170 $1,019,411 Net assets - Beginning of year... $1,160,950 $7,142,551 $8,303,501 Net assets - End of year... $1,727,191 $7,595,721 $9,322,912 Long-term liabilities: Lines of credit... $40,241 Security deposits... $31,450 Notes payable... $2,547,774 Capital lease payable... $53,811 Inventory advance... $28,850 Other liabilities... $20,960 Total long-term liabilities... $2,723,086 Total liabilities... $5,234,483 Net assets: Unrestricted... $1,727,191 Temporarily restricted... $7,595,721 2006 2007 2008 2009 2010 2011 Expenses Assets Total net assets... $9,322,912 TOTAL LIABILITIES AND NET ASSETS... $14,557,395 10 0 10,000,000 20,000,000 Assets vs. Expenses for FY2006-2011
FUNDING/DONATIONS FEDERAL STATE OF WISCONSIN DONATIONS/FOUNDATIONS/UNITED WAYS RENTAL INCOME SALES- TRANSPORTATION PROGRAM INVESTMENT INCOME OTHER Chart of Revenue for FY2011 Donations/Foundations/United Ways (including donated items - value based on estimated fair market value) Donations under $1,000 Total... $24,686 $1,000+ Chris & Molly Kapsner... $1,000 JA Counter & Associates, Inc... $1,000 Jim O Brien - donated vehicle... $1,000 Kanlyn Kjesbo - donated vehicle... $1,000 Xcel Foundation... $1,250 Pro Literacy - donation of books... $1,987 Pierce County... $2,000 Tim & Joyce Hall... $2,000 Polk County... $2,660 Rice Lake United Way... $2,873 Barron County... $4,000 Chippewa County... $4,000 Dunn County... $4,000 Rowland Klink - donated vehicle... $4,000 St. Croix County... $4,000 Walmart Foundation... $4,425 $5,000+ People in Business Care... $5,600 $10,000+ State Farm - Jackie Hunt... $10,100 Dunn County United Way... $10,202 Andersen Corporate Foundation... $12,387 St. Croix Valley Foundation - matching funds... $13,767 Dunn County United Way - donated maintenance/repair items... $15,827 $20,000+ St. Croix United Way... $24,108 $50,000+ Hugh J. Andersen Foundation... $64,141 Otto Bremer Foundation... $89,082 Total Donations/Foundations/United Ways... $311,095 11
How to get involved Check out our website: www.westcap@wcap.org Like us on facebook: http://www.facebook.com - West CAP Donate: you can donate your time, your money, or even your vehicle! We are always in need of volunteers to help out with the various food programs, or tutoring for our Literacy and Skills Enhancement programs. You can donate monetarily online, or send a check to our address below. And of course your vehicle - you can receive the highest IRS tax deduction value, and it may be more than trading-in! Proudly serving residents in Barron, Chippewa, Dunn, Pepin, Pierce, Polk, and St. Croix counties since 1965. 525 2nd Street - PO Box 308 Glenwood City, WI 54013 West Central Wisconsin Community Action Agency Inc. 12 Phone: 715-265-4271 Fax: 715-265-7031 www.westcap.org