2013 Annual Report
Dear Friends, 2 ABOVE AND BEYOND 2013 was a year of transition for the Medina Foundation as we welcomed new staff and new technologies. We said goodbye to Executive Director Adrienne Quinn, but welcomed back former Medina staffer Jennifer Teunon as her successor. We will miss Adrienne s expertise and leadership, but are excited to have Jennifer back in the Medina family, and look forward to all that she will bring to the work we do. The Foundation moved to an entirely online grant application in 2013, updating our process and streamlining work for our grantees. As we review the past year, we also wish to thank Haleh Clapp. She leaves the board after serving five years, and her knowledge and insights will be missed. Throughout these changes, the focus of Medina s grantmaking remained consistent. We continued to honor the legacy of our founder, Norton Clapp, by supporting organizations that improve the lives of those in need across the Puget Sound region. In addition, opportunities arose to go above and beyond our traditional grantmaking to make a deeper impact. In this report, you will read about two such opportunities, Express Credit Union and our Domestic Violence Stable Housing Initiative, and the positive effects they are having in the lives of those in our community. In 2013, we sadly said goodbye to two long-time friends of the Medina Foundation who passed away Governor Booth Gardner and former Executive Director Greg Barlow. Both helped shape the Foundation into what it is today. We will always remember and be grateful for their many contributions. While the economy is improving, we know the needs are still great. We look toward 2014 with optimism and a continued commitment to both providing ongoing operating support as well as funding innovative approaches. Piper Henry Keller Board President 3
80.8% Grants 2013 Financial Summary Unaudited summary from Jan 1, 2013 Dec 31, 2013 Qualified Distributions Foundation Operations $589,285 12.3% Foundation Operations 6.9% Investment Costs RAISING THE BAR Grants $3,861,935 Total Qualified Distribution $4,451,220 Assets Total assets, 12/31/2012 $91,169,946 Total assets, 12/31/2013 $97,136,468 Other Expenses Investment Costs $329,639 Investment Costs as a percent of assets 0.3% Total Disbursement $4,780,859 4 5
EXPRESS ADVANTAGE 6 photo: Express member in his car purchased through the Vehicle Ownership Program. credit: Express Advantage ONGOING SUPPORT Throughout its 66 year history, the Medina Foundation has funded programs that help individuals in our community achieve self-sufficiency. However, we continuously run into the challenge of the high cost of being poor - the expensive and often predatory financial services that the unbanked and under-banked in our community need to access. These services often trap people in a cycle of poverty. Prior to 2009, studies estimated that more than 50,000 King County households were unbanked. After years of research and innovative partnerships, Medina helped launch Express Credit Union and Express Advantage to combat this inequity. As of 2013, Medina has invested more than $1 million in Express Advantage, the nonprofit arm of this partnership. Together, Express Credit Union and Express Advantage provide affordable and customized financial services along with support such as financial education and credit counseling. Express succeeds through partnerships that bring its services to the places people are already going. Nonprofit partners help with outreach and house Community Tellers Express staff who bring the Credit Union into the community. Since its founding, Express has averaged over 500 new members a year. 90% of these members are low-income, and the vast majority had issues which prevented them from accessing mainstream financial services. As such, they would not have been eligible to open an account at most banks or credit unions, leaving them unbanked or under-banked. Express gives them access to these services which would otherwise be out of reach. Medina s support of Express goes beyond our traditional grantmaking program. By recognizing how the system was failing our community, we helped provide these critical services that are helping people save. While our commitment to operational support continues, we are always looking for innovative and effective ideas that help the entire sector work better. 7
8 FLEXIBLE photo: Domestic Violence & Sexual Assault Services of Whatcom County staff credit: DVSAS FUNDING Domestic Violence Stable Housing Initiative When the Medina Foundation decided to make a deeper investment in serving survivors of domestic violence, we looked to innovative new approaches being pioneered. From this, the Foundation awarded special grants to eight organizations through our Domestic Violence Stable Housing Initiative. These grants were above and beyond Medina s regular grantmaking program. What made these funds truly unique is that they were fully flexible they could be used in any way that kept survivors and their families stably housed. For some that meant new locks or alarms, and for others it was about improving employability renewing job-related licenses or dental care to fix visible damage caused by abuse. Domestic Violence & Sexual Assault Services of Whatcom County (DVSAS) received one of these grants. DVSAS is a county-wide, volunteer-based organization that serves individuals affected by domestic violence and sexual assault. Like the other grantees, DVSAS has found that being able to tailor funding specifically to each client s individual needs has shown to be more cost-effective and have greater impact than traditional, restrictive funding. Because of this support, many individuals and families affected by domestic violence have been able to avoid homelessness and get back on their feet despite troubled financial situations. DVSAS reports that when survivors receive this support, they are ecstatic, relieved, and grateful. It s an amazing feeling to see someone struggling with multiple issues in their lives and be able to offer them a financial resource that protects them from becoming homeless, says Cami Powell of DVSAS. It s completely life-changing for them. Based on the incredible outcomes from these grants, in 2013 the Medina Foundation s Trustees voted to renew the initiative, helping to change individual lives and, hopefully, the future funding landscape for domestic violence services. 9
2013 Grant Summary HUNGER 5% OTHER 6% Capital Expenses 5% ECONOMIC DEVELOPMENT 6% North Counties 7% Education 10% Program Expenses 22% Olympic Peninsula & South Sound 13% King, Snohomish & Pierce Counties 80% Youth Development 11% 10 $3,861,935 Granted Family Support 30% Housing & Homelessness 32% General Operating Expenses 73% 11
2013 GrantS Family Support These programs provide support to families struggling with poverty, substance abuse, domestic violence, disabilities and other issues. Housing and Homelessness These programs provide emergency, transitional and permanent housing, as well as the services that enable people to attain stability. Abused Deaf Women s Advocacy Services $42,000 API Chaya $20,000 Arc of King County $25,000 Beyond Survival $10,000 Bridge Disability Ministries $15,000 Brigid Collins Family Support Center $30,000 CASA Latina $25,000 Catherine Place $10,000 Center for Human Services $35,000 Child Care Resources $40,000 Children s Home Society of Washington $35,000 Community Action of Skagit County $35,000 Crisis Clinic $25,000 Domestic Violence & Sexual Assault Services of Whatcom County $20,000 Families Unlimited Network $10,000 FamilyWorks $20,000 First Step Family Support Center $20,000 Healthy Families of Clallam County $25,000 Hearing, Speech & Deafness Center $15,000 Hope House- CCS $10,000 Hopelink $65,000 Jumping Mouse Children s Center $3,100 Kindering Center $50,000 King County Sexual Assault Resource Center $30,000 LifeWire $60,000 Little Bit Therapeutic Riding Center $50,000 Lopez Island Family Resource Center $15,000 Lutheran Community Services $25,000 Mother Mentors of Whidbey Island $10,000 Nooksack Indian Tribe $2,500 Northwest Family Life $10,000 Olive Crest $25,000 Parent Trust for Washington Children $25,000 Pierce County Alliance $24,000 Southwest Youth & Family Services $60,000 Toddler Learning Center $10,000 Turning Pointe Domestic Violence Services $23,100 Washington Women s Employment & Education $30,000 Wellspring Family Services $50,000 Womencare Shelter $20,000 Young Life Capernaum $15,000 YWCA of Kitsap County $20,000 YWCA of Olympia $17,600 YWCA of Seattle-King County- Snohomish County $20,000 YWCA of Tacoma & Pierce County $20,000 Subtotal $1,147,300 Benedict House- CCS $25,000 Building Changes $50,000 CCS Southwest $3,100 Cocoon House $30,400 Congregations for the Homeless $15,000 Drexel House- CCS $25,000 Exodus Housing $25,000 Friends of Youth $30,000 Friendship House $30,000 Grays Harbor Youth Center- CCS $10,000 Groundwork- CCS $10,000 Hand in Hand $17,500 Helping Hand House $50,000 HOME/ARISE/Reach Out- CCS $20,000 Hope in Christ Ministries $30,000 Hospitality House $15,000 InterIm Community Development Association $25,000 Katherine s House- CCS $20,000 LASA $25,000 Lazarus Day Center- CCS $10,000 Low Income Housing Institute $30,000 Mary s Place $20,000 Mason County Shelter $30,000 Mercy Housing Northwest $55,000 Noel House- CCS/CHS $25,000 Northwest Youth Services $25,000 Phoenix Housing Network- CCS $25,000 Plymouth Housing Group $78,000 Real Change $30,000 Rescue Mission $35,000 Rose of Lima- CCS/CHS $10,000 Sacred Heart Shelter- CCS $25,000 Shared Housing Services $15,000 Solid Ground $55,000 St. Martin de Porres Shelter- CCS $67,000 Tacoma Avenue Shelter- CCS $20,000 The Sharehouse $10,000 Vine Maple Place $35,000 Vision House $40,000 YouthCare $83,200 YWCA Bellingham $25,000 YWCA of Seattle-King County- Snohomish County $30,000 Subtotal $1,234,200 Youth Development These programs provide support services, such as mentoring and tutoring, for kids in need. Alliance for a Better Community $5,000 America SCORES Seattle $15,000 Arts Corps $15,000 Bike Works Seattle $20,000 Boy Scouts of America Pacific Harbors Council $20,000 Boys & Girls Club of the Long Beach Peninsula $25,000 Boys & Girls Clubs of the Olympic Peninsula $28,100 Boys & Girls Clubs of Thurston County $35,000 Eastside Academy $25,000 Garden Raised Bounty $30,000 Hilltop Artists in Residence $13,000 Lummi Youth Academy $15,000 Olympic Peninsula YMCA $25,000 Peace Community Center $15,000 Renton Area Youth & Family Services $25,000 Summer Search $25,000 Tacoma Area Youth for Christ $15,000 The Boiler Room $10,000 TOGETHER! $15,000 YMCA of Greater Seattle $30,000 YMCA of Pierce & Kitsap Counties $30,000 Youth Tutoring Program- CCS $15,000 Subtotal $451,100 12 13
Education These programs provide quality opportunities for students across the education continuum. Communities in Schools of Washington $63,000 Community Schools Collaboration $40,000 First Place $20,000 Kitsap Adult Center for Education $15,000 Powerful Schools $50,000 Seattle Arts and Lectures $15,000 Economic Development These programs help people become economically selfsufficient. Express Advantage $175,000 Hopeworks Social Enterprises $50,000 Subtotal $225,000 Hunger These organizations work to reduce and eliminate hunger. Coastal Harvest $25,000 Feed the Hungry- CCS $8,000 Hospitality Kitchen- CCS $10,000 North Kitsap Fishline $23,100 Northwest Harvest $50,000 Ocean Shores Food Bank $5,000 Technology Access Foundation $50,000 Thrive by Five Washington $50,000 Washington MESA $45,000 Zeno $25,000 Subtotal $373,000 OPERATION: Sack Lunch $30,000 Rotary First Harvest $35,000 The Community Kitchen- CCS $7,000 Subtotal $193,100 MISSION The Medina Foundation is a family foundation that funds basic human service organizations in the Puget Sound area. Other Alzheimer s Association, Western & Central WA $5,000 Bellarmine Preparatory School $10,000 National Park Foundation $10,000 Northwest Parkinson s Foundation $20,000 Philanthropy Northwest $37,235 Social Venture Partners $6,000 St. Thomas Episcopal Church $100,000 The Seattle Foundation $25,000 University of Puget Sound $15,000 Washington Contemporary Ballet $5,000 Wounded Warrior Project $5,000 Subtotal $238,235 VISION We follow the vision of our founder, Norton Clapp, to improve the lives of those in need by fostering positive change and helping people attain independence and dignity. 14 15
2013 Board of Trustees Piper Henry Keller President Gail Gant Vice President Jean Gardner Treasurer Patricia Henry Secretary Haleh Clapp James N. Clapp II Margaret Clapp Matthew N. Clapp Jr. Tamsin Clapp Steve Gant Jill Gardner Marion Clapp Rawlinson Elizabeth Williams 2013 Staff Adrienne Quinn Executive Director Aana Lauckhart Program Officer Jessica Case Program Officer Caroline Miceli Grants Administrator The Medina Foundation thanks Express Advantage and Domestic Violence and Sexual Assault Services of Whatcom County for giving us permission to feature their stories and photos. Additional photos featured in this report, using the Creative Commons License, are as follows: Cover, Pg 4-5, Back Cover: Mari Vihuri Sunlight in a Jar November 21, 2004 Inside Cover: C.K. Koay 8039009027 September 30, 2012 Pg 15: J B Apexdv February 2, 2010