Shepherd's Center of Richmond

Transcription

1 Shepherd's Center of Richmond General Information Contact Information Nonprofit Shepherd's Center of Richmond Address 3111 Northside Avenue, #400 Richmond, VA Phone Fax Web Site Facebook Twitter 804 none facebook.com/pages/shepherds-center-of- At A Glance Year of Incorporation 1984 Organization's type of tax exempt status Public Supported Charity 1

2 Statements & Search Criteria Mission TSCOR encourages older adults to remain active and independent through enrichment programs and volunteer service to their peers. Background The Shepherd's Center of Richmond was incorporated in Reverend Robert Seiler of Richmond, with the support of several local churches, developed the Richmond Shepherd's Center, based on the successful national model that had been established in the early 1970's in Kansas City, MO. This pilot project was supported by the Virginia Diocese of the Episcopal Church with a three-year grant. The purpose of the organization was to utilize the skills, wisdom, and experience of seniors to solve some of the problems and unmet needs of other seniors in the community. It was not a place or a building, but was, and still is today, a community of caring, dedicated senior volunteers who offer their skills, wisdom and experience to make our organization the best resource in Richmond for those over 60.The first programs developed and implemented by these senior volunteers were transportation to medical appointments, handyman services, and an educational lecture series. Services were offered to those who were over 60 years of age and living west of First Street to the city limits and from Broad Street south to the James River.The success of the program led to widening support from individual, corporate, congregation and foundation contributions. Area teachers donated time and expertise as class attendance increased and interest in the life-long learning program grew. Several local churches offered their space during the week for the Open University educational classes, taught by retired professors. Volunteer participation in the Personal Services program increased.these programs have continued to serve the needs of people of retirement age for almost 35 years. Today, the Center serves an average of 500 students each year at the Open University, offering intellectual stimulation, socialization, and reducing a sense of isolation common in older adults. Each year, the Volunteer Services program serves approximately 200 clients, and provides more than 1400 cost-free round-trip rides to medical appointments and to grocery stores for seniors in the Richmond Metropolitan Area. Impact The fiscal year was one of new beginnings, consisting of consolidation, improvement and growth. In the beginning of the year, the Board undertook a full strategic planning review, led by professional Katie Campbell, based upon three plenary sessions with the full Board and several intensive meetings with individuals. The result was a three-year strategic plan enthusiastically adopted by the Board. New vision, mission, and values statements were also adopted as part of this exercise. All of these can be found on our website. The full cost of the strategic planning exercise was covered by a generous donation made for that purpose.the Executive Director, Julie Adams-Buchanan, who was appointed to that position effective June 1, 2014, took full administrative rein at the start of this fiscal year. Among significant developments was the implementation of a computerized online transportation system, Ride Scheduler, to bring our program up to 21st century standards. Transporting seniors to medical appointments and grocery stores is now easier to coordinate and drivers have further control on how they participate. Sarah Cheney, Executive Director of Shepherd's Centers of America, came for a visit shortly after automation and is eager to see the outcomes of our Center, as well as many other Shepherd's Centers using the program now.among modernizing and economizing measures undertaken during the year, an increasing number of Gray Matters newsletters, Open University schedules and invitations are being distributed electronically. The significant contributions to seniors in the Greater Richmond community are detailed in our annual report. Needs The Shepherd's Center is in need of VOLUNTEERS. Our existence depends upon having volunteer drivers, handymen, and teachers for our Open University. Ideally, we are in need of volunteers who are, themselves, around 50 years of age or older.urgent NEED FOR VOLUNTEER DRIVERS.Monetary donations needed in order to continue our programs. 2

3 CEO/Executive Director Statement The Shepherd's Center of Richmond's programs address the crucial human needs of purpose and meaning in later life while simultaneously addressing the problems of inadequate transportation, isolation, and the need for socialization and intellectual stimulation among seniors. The Shepherd's Center of Richmond is a completely volunteer-operated organization of senior volunteers helping other seniors in the community. More than one in five adults 65 years of age and over does not drive, and transportation is recognized as one of the most crucial, under-addressed needs for older adults. When caring volunteers address needs such as transportation, minor home repair, and bill-paying, it becomes increasingly possible to minimize feelings of dependence and isolation. No one lives independently ; we are interdependent throughout our lives. For both providers and recipients of Shepherd's Center services, the sense of this vital interdependence creates opportunities for satisfaction and growth.drivers almost always stay with the client in the doctor's office, and often stop with the client at a pharmacy on the way home to fill a prescription. In several cases, a client was admitted to the hospital, and the volunteer stayed, as one would with family, until the person was ready to return home. The personal satisfaction derived from regularly providing transportation to clients who could not otherwise make the trip is tremendous. One volunteer driver insists on using the word friends rather than clients. This driver has routinely taken people to medical appointments and grocery shopping for more than 15 years.the Shepherd's Center is special in its capacity to engage volunteers in leadership roles. We employ only three people. Some 350 volunteers carry out all other work, giving more than 10,000 hours of service annually. This work ranges from teaching or direct personal service to organizational planning, committee work, and board leadership. While it is not uncommon to find older adults giving their time to service organizations, it is unusual for an organization to be almost entirely comprised of older adults. Areas Of Service Areas Served Areas Chesterfield County Henrico County Metro Richmond Richmond, City The Shepherd's Center service area is defined by the zip codes within which we have volunteer drivers. At present, we fully serve 20 zip codes within the Richmond, Henrico, and Chesterfield area. Service Categories Transportation Assistance Adult Education Senior Centers/Services 3

4 Programs Programs Transportation Program Description More than one in five adults 65 years of age and over does not drive. Transportation is recognized as one of the most important and underaddressed needs for older adults. Transportation to grocery stores and to medical and dental appointments is essential. The Shepherd's Center of Richmond provides services to older adults in the community who, for whatever reasons, cannot provide those services for themselves. Included services are:transportation: round-trip rides to medical & dental appointmentsgrocery Shopping: food shopping done for persons unable to shop for themselveshandyman: minor home repairs including plumbing, electrical, and carpentry These cost-free services are available to anyone in the community who is age 60 or over. It is not necessary to be a Shepherd's Center member to receive services. A client who needs help may call the office and speak with an office volunteer, who will match the client with a volunteer driver (handyman, etc.) who lives near the client. Each year, roughly 85 volunteer drivers, using their own cars, fill over 1,300 round-trip ride requests. Drivers almost always stay with the client at the doctor's office, and often stop with the client at a pharmacy on the way home to fill a prescription. The personal satisfaction derived from regularly providing transportation to clients who could not otherwise make the trip is tremendous. One volunteer driver insists on using the word friends rather than clients. This driver has routinely taken people to medical appointments and grocery shopping for more than 15 years. Moreover, volunteers made hundreds of Friendly Visits or Calls and many minor home repairs last year in response to requests. Budget $58, Strategy 4

5 Lifelong Learning Program Description The Center's Lifelong Learning Program consists of the Open University (OU), Lunch and Life (LAL) and group travel, all geared to those who are 50 and older. OU is offered at two locations (St. Luke Lutheran and First Presbyterian Churches) on Mondays and Thursdays, for three 8-week sessions each fall, winter, and spring. Instructors are well-qualified volunteers, often current and retired faculty from area universities. A wide variety of subjects are offered in literature, history, the arts, health, foreign languages, and current events. Each OU day includes a lunch speaker, usually a local celebrity, who presents a talk on a topic of special interest. Free attendance to lunch speakers all year long is a benefit of annual membership ($25). LAL is a lecture series, offered on Wednesdays, the first four weeks of each OU session and is presented as a gift to the community in partnership with St. Mary Catholic Church. It is free and open to the public. No TSCOR membership or tuition is required. Group trips, organized by our Travel Committee, are offered 2-3 times a year, and provide opportunities for fellowship and learning.each term averages 400 registrants, and more than 70 people give their time and expertise as teachers, hospitality team members, and organizers to make it all happen. The members of the Shepherd's Center Education Committee are completely responsible for planning and carrying out the myriad details of each term. Many people have attended the Open University for more than 10 years, citing the friendships and the continued learning as keeping them happy and eager to return each year. Budget $65, Strategy 5

6 Board & Governance Board Chair Board Chair Mr. Hal Costley Company Affiliation Retired Civil Engineer Term July 2017 to June Board Co-Chair Board CoChair Mr. Bernie Henderson Company Affiliation Director, Woody Funeral Home Term July 2017 to June Board Members Name Affiliation Status Ms. Ruth Blevins Retired Voting Mr. John Clark III Retired - Law Exofficio Mr. Hal Costley Retired Civil Engineer Voting Ms. Betty Ann A Dillon Virginia Employment Commission, retired Voting Dr. James Evans M.D. Retired Forensic Psychiatrist Voting Dr. Peter Goodman M.D. Retired Gastroenterologist Voting Dr. John L. Gordon Jr. Mr. Ralph H. Graner Professor Emeritus of History & International Studies, U of Richmond U.S. Foreign Service Officer, retired Voting Voting Dr. Arthur B. Gunlicks Emeritus, University of Richmond Voting Ms. Carol Harris Retired - Maymont and TSCOR Voting Mr. Bernie Henderson Director, Woody Funeral Home Voting Ms. Mary Maiden Retired Voting Dr. Grayson Miller medical doctor Voting Ms. Carol Parke Syracuse University Library, retired Voting Ms. Janet Simmons Retired - Finance Voting Mr. William Slaughter Mrs. Suzanne P. Wiltshire First and Merchants, Wheat First Securities, and The Capital Management Corp Teacher/Administrator, St. Catherine's, retired Voting Voting Mrs. Sally Youngs Reynolds Metals, retired NonVoting Board Demographics - Ethnicity African American/Black 0 6

7 Asian American/Pacific Islander 0 Caucasian 19 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 10 Female 9 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90 Written Board Selection Criteria? Written Conflict of Interest Policy? Under Development Percentage Making Monetary Contributions 100 Percentage Making In-Kind Contributions 100 Number of Full Board Meetings Annually 4 Standing Committees Advisory Board / Advisory Council Communications / Promotion / Publicity / Public Relations Community Outreach / Community Relations Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Education Executive Finance Board Governance Program / Program Planning Volunteer 7

8 Management Executive Director/CEO Executive Director Term Start June Ms. Julie S. Adams-Buchanan MS, CVA Experience Julie Adams-Buchanan becomes the fifth executive director of the Center in its 30 years. She has held the position of Volunteer Services Coordinator at the Center for the past six and a half years, interviewing prospective clients and overseeing the hundreds of volunteers who provide transportation and other assistance to seniors in the Richmond community. Adams-Buchanan received her bachelor's and master's degrees in sociology from Virginia Commonwealth University. She was Certified in Volunteer Administration (CVA) last March. On behalf of the Board of Directors I am delighted to welcome Julie as our new Executive Director, said past Board President Art Gunlicks. She brings a great deal of experience in the area of volunteer services and is enthusiastic about the Shepherd's Center and the people we serve. We look forward to her leadership in the years ahead. Former CEOs Name Term Ms. Linda Frank Apr Jan 2014 Ms. Janyce Olson 0 - Feb 2004 Senior Staff Name Ms. Brenna Dennis Ms. Paula Grimes Title Administrative Assistant Office Manager Staff Full Time Staff 2 Part Time Staff 2 Volunteers 320 Contractors 0 Retention Rate 100 Plans Organization has a Fundraising Plan? Organization has a Strategic Plan? Under Development Years Strategic Plan Considers 3 Date Strategic Plan Adopted Nov 2014 Management Succession Plan? No Organization Policy and Procedures Under Development 8

9 Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy 9

10 Financials Fiscal Year July Fiscal Year 2019 Projected Revenue $164, Projected Expenses $192, Endowment Value Spending Policy Percentage Percentage (if selected) 0% Form 990s Form 990-EZ Form 990-EZ Form 990 Form 990-EZ Form 990 EZ Form 990-EZ Form 990 Form 990 Form 990 Detailed Financials Revenue and Expenses Total Revenue $174,709 $166,546 $359,740 Total Expenses $171,924 $167,616 $224,775 Revenue Sources Foundation and Corporation $23,745 $30, Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions $108,369 $79,027 $233,997 Indirect Public Support Earned Revenue $27,105 $38,858 $108,203 Investment Income, Net of Losses $5,940 $9,311 $8,590 Membership Dues $9,550 $9,350 $8,950 Special Events Revenue In-Kind Other

11 Expense Allocation Program Expense $134,573 $157,498 $188,653 Administration Expense $32,638 $5,476 $22,055 Fundraising Expense $4,713 $4,642 $14,067 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 78% 94% 84% Fundraising Expense/Contributed Revenue 4% 4% 6% Assets and Liabilities Total Assets $476,283 $441,491 $449,210 Current Assets $473,198 $437,988 $11,644 Long-Term Liabilities $0 $0 $0 Current Liabilities $610 $2,981 $960 Total Net Assets $475,673 $438,510 $448,250 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? No Goal 0 State Charitable Solicitaions Permit Permit? 0 Comments Organization Comments The Shepherd's Center of Richmond Fiscal Management Statement In order to maintain prudent fiscal stewardship, the TSCOR Board of Directors has established certain fiscal policies to insure strong control of its assets and its budget. The stability of the organization is analogous to a three-legged stool. The three legs are: careful management of expenses, conservative budgeting and wise use of invested assets. The first, careful management of expenses is dependent upon the staff to carefully manage available resources and eliminate extraneous spending. The Board has established controls and reviews expenses carefully. An indication of good spending practices is that during the past several years the actual expenses of the organization have been below budgeted expenses. Secondly, the Board attempts to follow a conservative budgeting policy. That policy 11

12 results in establishing budgeted expenses within reasonable expectations based upon past history and anticipated activities. Also, establishing conservative estimates of anticipated revenue from fluctuating and variable revenue sources is important. As a result of expenses being more constant and easier to estimate and contributions being more difficult to anticipate, the conservative revenue estimates often result in a budgeted deficit. Those budgeted deficits have been declining over the past several years, reflecting improved financial management and increased revenue. The third leg of the fiscal management stool is wise use of invested assets. The Board Investment Policy has two main features that affect fiscal planning. 1. Almost all endowment funds have a spending policy that allows the fund to support on-going operations. The TSCOR Board Restricted Endowment Fund allocates 5% of its net asset value annually to be used for budgeted expenses. 2. The Board also requires that an amount equal to the budgeted deficit be maintained in a cash operational reserve account for use if needed. While the budgeted deficit for 2016/17 was $48,625, no funds above the allowed 5% were transferred from the invested funds. The actual result for FY 2016/17 was a surplus of $2,785. The 2015/16 actual deficit was $1,070, substantially less than the budgeted deficit of $52,540. Our current invested assets would allow the Center to operate for over 10 years with the deficits we have been budgeting and over 15 years with the past actual deficits experienced. However, the Board is aggressively pursuing development efforts to increase revenue and reduce the annual budgeted deficit. The existing financial resources and management controls reviewed above strongly supports the conclusion that the fiscal health of the TSCOR is good and improving. Hal Costley, Finance Chairman Foundation Comments Financial information provided from IRS 990s, with supplemental information provided from year-end financial statements.irs 990s prepared by Sally Volta, Board Treasurer.Revenue from "Foundations and Corporations" also includes support from congregations.revenue from "Individuals" for FY 2009 includes two estate gifts. Created Copyright 2019 The Community Foundation Serving Richmond & Central Virginia 12