Leon High School Foundation

Transcription

1 Leon High School Foundation General Information Contact Information nprofit Leon High School Foundation Address 550 E Tennessee St Tallahassee, FL Phone (850) Fax Web Site Web Site Facebook Facebook KeepLeonStrong@gmail.com At A Glance Organization's type of tax exempt status Public Supported Charity 1

2 Programs Programs Annual Spring Fling Description Budget $25, Annual Spring Fundraiser raises funds each year to give back to the school to fund teacher requested mini-grants. Each Spring any teacher at Leon High School can apply for a mini-grant. These grants are for items the teacher would otherwise not be able to purchase for students as part of the regular school budget. The Foundation also funds two scholarships for Tallahassee Community College Students for two years from this annual fundraiser. Category Population Served Short Term Success Long term Success Program Success Monitored By Examples of Program Success Education, General/Other Education, General/Other Adolescents Only (13-19 years), Adolescents Only (13-19 years), Adolescents Only (13-19 years) Short-Term success is measured annually, because mini-grants are applied for and awarded each year. Teachers would not be able to purchase the education tools for students, unless we provided the funding for these items. The education tools the teachers need are for every level of student at Leon High School. The entire population of the school is affected in their 4 years of high school attendance, in some way, by items the Foundation purchases. Success is monitored by the Board, annually and monthly as well as the school's administration. ESE students going on field-trips, 4 a year, that they would not be able to do without Foundation funding. Replicated skulls used for teaching Biology in the Science department. A String Quartet visiting the school for the week as part of the World History program. Special graphing calculators for Math. AP Study Guides for the English Department. Curtain, recording devices and microphones for the performing arts department. A dance floor for the Dance Department. Large Instruments for the band/orchestra. Foreign Language study aids for students. 2

3 Endowment Description An Endowment, with a Million Dollar goal was created in 2012 to enhance the Annual Spring Fundraiser. When sufficient levels are achieved for the Endowment, the interest raised annually will be added to fund the teacher requested mini-grants. Budget $2, Category Population Served Short Term Success Long term Success Program Success Monitored By Education, General/Other Education, General/Other Adolescents Only (13-19 years), Adolescents Only (13-19 years), Adolescents Only (13-19 years) Once enough principal is generated, the Endowment will be able to increase the annual giving back to the students and teachers of Leon High School. By creating an Endowment for Leon High School, we are able to ensure an annual gift to the school with the interest generated dollars. The gift will continue to give for years, since the principal will never be touched. It's a long-term gift to the students of Leon High School. Board & School Administrators Examples of Program Success To date, we have raised $180,000. Scholarships Description The Leon High School Foundation administers 9 scholarships, 1 of which is funded by the Foundation. The 9 scholarships we administer require the Foundation to accept, review and choose a scholarship recipient from hundreds of applications. Donors have entrusted the Foundation to manage these scholarships, the funding and administer the scholarships funds annually. The Foundation funds one scholarship to Tallahassee Community College for two years. Budget $6, Category Population Served Short Term Success Long term Success Program Success Monitored By Examples of Program Success Education, General/Other Education, General/Other Adolescents Only (13-19 years), Adolescents Only (13-19 years), Adults The High School is able to offer scholarships to its students each year. The long-term success is based on the students served. Each of the students selected for scholarships the Foundation administers do not qualify for Bright Futures in the state of Florida. By providing these students with scholarship funds, in many cases it is the only way these students can attend college. Board, Scholarship Committee and school administrators. Students attending college and community college who would not be able to afford college without scholarship funds. 3

4 Mission & Area Served Statements Mission Statement The Leon High School Foundation s primary purpose is to provide financial support, as well as materials and services to Leon High School for academic and educational aid. The Foundation Board of Trustees, in conjunction with the school administration and faculty, identifies areas of need and sets priorities for the use of undesignated gifts to the Foundation. Priority is given to expenditures that offer the maximum amount of assistance to the greatest number of Leon High School students. When gifts to the Foundation are designated for specific purposes (usually to fund scholarships), the Foundation administers them according to the wishes of the donors. Background Statement Colleges and universities, both public and private, have used non-profit foundations to supplement their funding. The idea for a similar organization to augment state and federal funding at Leon High was proposed at an officers meeting of the Leon Parent-Teachers Organization in vember At the time, no foundation to raise additional funds to improve the entire educational program was known at a public high school, but the idea met with enthusiastic support from school officials, alumni and friends. The Leon High School Foundation was chartered in January as a 501(c)(3) non-profit Florida organization. Since 1981, the Foundation has provided several hundred thousand dollars to enrich the academic and cocurricular experiences of Leon students. Going beyond tax dollars, the Foundation provides resources which help bridge the gap between the average and the excellent educational experience for all Leon students. Impact Statement Three accomplishments from the past year: 1. Provided $20,000 in supplemental funding to the science, English, performing arts, ESE, and physical education departments in response to detailed funding requests submitted by Leon High faculty members. 2. Administered seven designated scholarship awards to Leon High students. 3. Administered and awarded two TCC scholarships funded by the Foundation. Goals for the upcoming year: 1. To launch and fund our inaugural $1 million endowment. 2. To maximize our fundraising. 3. To continue to provide funding grants to faculty. 4. To maintain and award the scholarships administered by the Leon Foundation Needs Statement 1. Launch and fund the $1 million endowment 2. Raise at least $20,000 through the Spring Golf Fundraiser 3. Educate the Leon High community about the work of the Foundation 4. Maximize the donation of unrestricted funds 5. Maximize the donation of restricted funds Service Categories Fund Raising & Fund Distribution Areas of Service Areas Served Areas Leon 4

5 Board & Governance Board Chair Board Chair Ida Thompson Company Affiliation Professional Volunteer Term July 2014 to June Board Members Name Affiliation Status Joe Audie Marble Medical Voting Carolyne Bradford Ellen Culpepper Charlie Dailey Community Volunteer St. Peters Church Surgery Center Beth Desloge Community Volunteer Voting Abby Dupree Cay Ford Carroll and Company, CPAs Community Volunteer Linda Hilaman Raymond James Voting Darrin Holloman Regions Bank Terance Keenen Community Volunteer Voting Mary Ellen Klas Kennedy Miami Herald Voting Erik Kirk Michael Kramer Kirk Consulting Group Inc. Desloge Oxygen Danny Manausa Manausa Law Firm Voting David Mitchell Community Volunteer Voting Georgia Murphy Graphic Artist, FL Dept. of Health Stephanie Pichard Community Volunteer Voting Brent Pichard Community Volunteer Charles Redding Retired Voting Laura Rogers Leadership Tallahassee Voting Wendy Schulte FL Commission on Offender Review Angie Sipple Attorney Voting C.C. Smith Margaret Ausley Stalvey Tallahassee Community College Community Volunteer Julie Steinmeyer Attorney Voting Dena Strickland Boys Town rth Florida Voting Linda Teague Mike Thomas Community Volunteer Attorney Molly Thornal Community Volunteer Voting Emily Waugh Ausley & McMullen Voting 5

6 Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 30 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 11 Female 20 Unspecified 0 Governance Board Term Lengths 0 Board Term Limits 0 Board Meeting Attendance % 74% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 100% Constituency Includes Client Representation Number of Full Board Meetings Annually 11 6

7 Leadership & Staff Executive Director/CEO Executive Director Ida Thompson Term Start July Experience paid staff, the Board Chair is considered the ED for a 2 year term b.thompson4@comcast.net Staff Full Time Staff 0 Part Time Staff 0 Volunteers 33 Contractors 0 Retention Rate 0% Formal Evalutations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation n Management Formal Evaluation Frequency 7

8 Plans & Collaborations Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy 8

9 Financials Fiscal Year Fiscal Year Start July Fiscal Year End June Projected Revenue $30, Projected Expenses $20, Endowment Value $115, Spending Policy Percentage Percentage (if selected) 4% Form 990s 990EZ 990EZ 990EZ Detailed Financials Revenue and Expenses Total Revenue $65,329 $47,374 $49,379 Total Expenses $56,127 $42,086 $52,160 Revenue Sources Foundation and Corporation Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions $53,799 $9,462 $17,774 Indirect Public Support Earned Revenue Investment Income, Net of Losses $583 $469 $1,666 Membership Dues $6,250 $6,035 $6,500 Special Events $4,697 $31,408 $23,439 Revenue In-Kind Other

10 Expense Allocation Program Expense $36,704 $33,217 $43,135 Administration Expense $16,542 $8,869 $9,025 Fundraising Expense $2, Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 65% 79% 83% Fundraising Expense/Contributed Revenue 5% 0% 0% Assets and Liabilities Total Assets $204,678 $195,476 $190,191 Current Assets $204,678 $195,367 $189,858 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $204,678 $195,476 $190,191 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 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Goal $0.00 Capital Campaign Anticipated in Next 5 Years? State Charitable Solicitations Permit Permit? Exempt 0 Foundation Comments The financial figures were taken from the 990EZ's Contributions from foundations, corporations, governments and indirect support are included with total for individuals as they are not separated out in the 990EZ's Top 3 funding sources are not reflected above as they are not indicated in the 990EZ 10

11 Created Copyright 2017 Community Foundation of rth Florida 11