Brown Dog Foundation. General Information. Contact Information. At A Glance. Nonprofit. Brown Dog Foundation Address

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1 Brown Dog Foundation General Information Contact Information Nonprofit Brown Dog Foundation Address 3715 Brighton Rd Nashville, TN Phone (623) Fax Web Site Web Site Facebook Facebook Twitter Twitter At A Glance Year of Incorporation

2 Mission & Impact Statements Mission The mission of Brown Dog Foundation is to strengthen the human-animal bond by offering families in temporary financial crisis an alternative to euthanasia when their pet is diagnosed with a treatable, but life-threatening condition or illness. Our Programs are designed to help working class families provide life-sustaining medications, major medical and emergency vet care during a temporary financial crisis. We accomplish this mission by providing guidance and referral to lower cost and alternative treatment options, by allowing pet owners to purchase medications at deep discounts through our pharmaceutical suppliers and by paying the difference between the amount charged by the vet and the amount the family can afford. Our program also includes guiding families to alternative treatments or providers where the funds they have available help them afford treatment. In some cases, we are coordinating for payment plans and in other situations we are facilitating the payment plans. Background The Founder, Carol Smock, had adopted Chocolate Chip with a pre-existing condition. Chip had just had a mast cell tumor removed. She was told to monitor him annually for 3-5 years and if it hadn't returned, Chip could be considered cancer-free. She did so for 3 years and stopped due to financial constraints. In 2006, she lost her job about 2 months prior to her dog, Chocolate Chip, becoming ill. She exhausted her savings as well as a matching gift from friends to determine he had Stage IV Lymphosarcoma. The Vet sent her home on a Friday afternoon to decide whether or not to proceed with Chemotherapy - an additional $2,500 commitment. She anguished the entire evening trying to decide between her bank account and her dog's life. Luckily for her, the next morning Chip's liver began to fail and she didn't have to make the decision. Chip was humanely euthanized on Mother's Day, Our Founder realized that she was not the only person who had experienced such a difficult situation. In talking with 4 local Vets, she learned that there are at least 3-5 cases daily at each Emergency Clinic nationwide similar to her own. And, generally speaking, they estimated 3-5 cases per month at each private practice clinic. As of December 2016, Brown Dog Foundation has documented a $8,500,000 annual need across the country. This represents actual cash outlay to save each and every family's pet who requests help - a combination of life-saving as well as quality of life treatments and surgeries. Thankfully, more and more clinics are willing to offer a 10-25% discount for the cases that meet our qualifications which is reducing the amount required from Brown Dog. And, most families are able to pay 25-50% of the cost. In early years, our average percent paid was 60%. In 2016, that percentage finally dropped to just 44% of retail cost! In 2012, the Foundation piloted an "Advice/Referral" Program. The Grant Reviewer identifies those requests where a referral to lower cost services or alternative treatments that would also save the pets life at a cost the family was capable of affording. We consistently assist between families each year through this program. 2

3 Impact Accomplishments in Brown Dog Foundation's Grantmaking Program for 2016 saved the lives of 233 family pets. 2. Continued Pharmaceutical partnerships with FarmVet, SVPMeds and Diamondback Drugs. 3. Established new PAWtnership with VetBilling, a payment plan management provider. 4. Increased Monthly Fetch 20 donors; continued Employee Giving Program through HCA. 5. Published our book, Brown Dog. Goals for the Current Year, 2017: 1. Generate $50,000 and allocate 85% to our Programs. 2. Host the Wine Dinner in Nashville, TN with Top Dog & Cat Fundraisers being acknowledged. 3. Strengthen the Board by adding 2 new directors. 4. Added a part-time Marketing consultant to manage communications with our donors, supporters and volunteers. 5. Added a technology volunteer to extend our database functionality and improve the grant process. 6. Further enhance our Database to automate Donor and Volunteer Nurturing Efforts. 7. Provide assistance to 250 families or more. 8. Continue marketing the "Brown Dog" book. 9. Participate in The Big Payback, Scottsdale's Holiday Pet Festival and Aledo's Rhubarb Fest. 10. Establish a Savings Account at Phoenix Community Foundation to build up lifetime reserves with an initial deposit of $10,000. Needs 1. Board Members with entrepreneurial experience and ability to lead/fundraise within their community, who are committed to the cause and mission as it exists today. 2. Contacts to help lead Volunteers across the United States to strengthen our state-wide program. Other ways to donate, support, or volunteer October 16, 2016 marked our 10th Anniversary. Isabel Bloom, a renowned artist from Davenport, IA, has designed "Chocolate Chip" a collectible piece of art we're offering as a gift with donation all year long. This piece is still available, but limited quantities exist. The Foundation published a book in 2016 which is a work of fiction, based on a true story. The book follows Chocolate Chip's journey in life and through his passing as the Foundation was established. Stories about the families helped are also included. Brown Dog Foundation participates in the Kroger VIP Shopping Program nationwide. Participants may register at Brown Dog Foundation participates in Fry's VIP Program nationwide. Participants may register at Brown Dog Foundation participates in the Smith's VIP Shopping Program nationwide. Brown Dog Foundation participates in GoodSearch, GoodShop and GoodDining. You may register at to earn us donations through internet searches, online shopping and dining out. Irish Dog Bloody Mary Mix donates money every time a bottle of mix is sold anywhere in the US. A list of all states where the product is sold can be reviewed at Service Categories 3

4 Primary Organization Category Animal Related / Fund Raising & Fund Distribution Secondary Organization Category Human Services / Fund Raising & Fund Distribution Tertiary Organization Category Public & Societal Benefit / Fund Raising & Fund Distribution Areas of Service Areas Served TN KY KY - Christian KY - Todd KY - Trigg International National TN TN - Bedford TN - Cannon TN - Cheatham TN - Clay TN - Coffee TN - Cumberland TN - Davidson TN - Dekalb TN - Dickson TN - Fentress TN - Franklin TN - Giles TN - Hickman TN - Houston TN - Humphreys TN - Jackson TN - Lawrence TN - Lewis TN - Lincoln TN - Macon TN - Marshall TN - Maury TN - Montgomery TN - Moore TN - Overton TN - Perry 4

5 TN - Pickett TN - Putnam TN - Robertson TN - Rutherford TN - Smith TN - Stewart TN - Sumner TN - Trousdale TN - Van Buren TN - Warren TN - Wayne TN - White TN - Williamson TN - Wilson Brown Dog Foundation is chartered in Nashville, TN and is currently serving the entire state of Tennessee. Since 2010, the Foundation has also funded families nationwide. Our Corporate Office is located in Chandler, AZ. Board Chair Statement My passion for Brown Dog Foundation's mission is unyielding. However, the time has come for our organization to begin a passing of the torch. We seek a Board Member who shares a passion for our mission and national vision willing to join the board and serve actively for 6 months, followed by 1 year of co-chairing with our Founder and followed by 1 year of Chairmanship. The expectation is that each Board Chair serves a 3 year term - the first and third year's as co-chair to the outgoing and incoming, respectively, Chairperson. Brown Dog has achieved success by serving as a knowledge resource as well as a funding source. We have cataloged a number of alternative treatments and a list of lower-cost veterinary practices over the years which we are now able to pass on helping even more families save their pet's life. CEO Statement We have undertaken the mission of caring for people and pets at the same time. We know that in many cases pets are regarded as a luxury, not a right or expectation. Therefore, we recognize the need for pet-owners to be responsible about the care they offer and provide their pets. We don't want to see otherwise healthy pets be put to sleep simply because a financial limitation hinders the owner's ability to pay for diagnostics, treatment and/or medications at that exact moment in time. We have created a 4-page document of Guidelines by which we measure each and every case. We have eliminated emotional decision-making through use of this document. As the organization grows and becomes more financially stable, the Board may choose to relax these guidelines and potentially modify the priority order in which cases are funded. 5

6 Programs Programs Family Pet Fund Description The Family Pet Fund was established to provide financial assistance to the working class families and middle-income families who find themselves in a temporary financial hardship at a time when their pet requires major medical or emergency treatment to avoid unnecessary euthanasia. The impoverished also receive grants from this fund. Each year, we receive more than 2500 requests for assistance from this fund. Budget Category Population Served Long term Success Animal-Related, General/Other Veterinary Services Unemployed, Underemployed, Dislocated, Families, Success is determined by the number of families to whom we provide help, who are able to "get back on their feet" and keep their pet healthy and thriving for years to come. We know we are successful when those we've assisted take action to either volunteer, create awareness or actually fundraise for our Organization. Sixty-five percent do so! Program Success Monitored By Examples of Program Success The Grant Manager's input to our Online Database will monitor the families we assist. A monthly report is generated showing our Board which Grant Recipients are actively engaged. Sophie Hopper - her momma was unemployed when Sophie broke her leg and required care. We helped pay for the treatment and her momma found a job within 2 weeks. Milo Clackler - his family was classified as just above working-poor and had experienced a major home destruction - the pipes in their condo burst requiring more than 25% of their annual income to repair. They had maxed out credit cards and taken out loans in order to pay the repairs and rent on another place to live temporarily when their dog stopped eating and began losing weight quickly. Exploratory surgery was a must to determine the cause. Milo had a foreign object lodged in his intestines. Within one month, the momma found a much higher paying job and the family is now doing very well. Lucky Kendrick - his momma is classified as "working-poor" - her income less than 200% of poverty level. Lucky required an expensive surgery and her only option was to take out a loan she could not repay without utilizing government programs to make up the income shortfall. We helped pay the bill so she was able to avoid debt and continue paying her own way without the help of government assistance. 6

7 Life-Sustaining Medications for families in Temporary Financial Crisis Description This Fund was established to assist working poor and middle-income families in temporary financial hardship with the cost of life-sustaining medications and monitoring expenses for pets with pre-existing conditions. When a family experiences a temporary financial crisis, the cost of life-sustaining medications for their pet can be daunting, and often fall to the wayside in lieu of expenditures to keep the family afloat. By purchasing the medications at a reduced rate from our partners Diamondback Drugs, SVP Meds and FarmVet, we are able to provide them at minimal cost to the families we help. Budget 9000 Category Population Served Long term Success Examples of Program Success Animal-Related, General/Other Pet-Related Financial & Commodities Assistance Unemployed, Underemployed, Dislocated, Families, Success is determined by the number of families to whom we provide help, who are able to "get back on their feet" and keep their pet healthy and thriving for years to come. Hershey Weins - his momma was unemployed and Hershey required heart medication to live. We helped purchase 1 years worth of the medications and Hershey's momma is now getting back on her feet. Advice, Guidance & Referrals (un-funded) Rosie Drummy - Rosie has Valley Fever and requires ongoing drug therapy to live. Rosie's momma had been unemployed for nearly a year (thanks to this economy) when we were approached for assistance. We've helped Rosie for about 6 months now and we're happy to report that her momma has returned to work, although at a much lower pay-rate than before. Rosie is doing well Description In 2011 our Board began to realize that we had learned a great deal about how to find lower cost solutions and even alternative treatments and solutions for many common conditions and illnesses. With Veterinary guidance, we formulated "stock communications" that allow us to offer those seeking assistance with direction to other options. Budget Category Population Served Long term Success Program Success Monitored By Animal-Related, General/Other Animal-Related, General/Other Aging, Elderly, Senior Citizens, Homeless, Poor,Economically Disadvantaged,Indigent This programs success is measured by the number of families we are able to refer to an alternate means of saving their pet's life and become engaged in helping us grown Brown Dog Foundation. To date, 98 families have benefited from this program. Our database provides a report to our Board. The Director of Fundraising will be responsible for ultimately engaging these families with volunteer and/or donation opportunities. 7

8 BDF Payment Plans Description In PAWtnership with VetBilling, a national Payment Plan Management Company, Brown Dog Foundation will selectively offer payment plans to families who have the means to repay. Brown Dog Foundation will pay the bill in full, less the families downpayment amount at the time services are rendered. The trial program was successful in 2015, so we've added it as a full-fledged program in Budget 5000 Population Served,, CEO Comments In 2012 the Board decided to eliminate the Natural Disaster & Rescue Program for the time being. If/when we are able to increase revenues substantially or we can find a partner for this program, we will re-evaluate inclusion. Additionally, we are unable to fund medications for the life of a pet. As a result, the Impoverished pet owner does not qualify for our Life-Sustaining Medications Program. 8

9 Governance Board Chair Board Chair Ms. Carol Smock Company Affiliation Tribridge Holdings LLC Term Jan 2015 to Dec Board Members Name Affiliation Status Miss Melissa Blankenship Capitol Hill Housing Exofficio Mrs. Kristy Carroll-Grimes Department of Corrections, State of Tennessee Exofficio Mrs. Laura Parker Registered Yoga Teacher Exofficio Ms. Laura Richards United Healthcare Voting Ms. Carol Smock Tribridge Consulting Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 2 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 0 Female 2 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 100% Written Board Selection Criteria? Written Conflict of Interest Policy? Yes Yes Percentage Making Monetary Contributions 66% Percentage Making In-Kind Contributions 100% Constituency Includes Client Representation No 9

10 Number of Full Board Meetings Annually 4 Standing Committees Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Risk Management Provisions Commercial General Insurance Special Event Liability CEO Comments Our single largest challenge has been the community's desire for me to serve as the Executive Director. I did not create Brown Dog Foundation for me to have a job. I created it because a need exists. We must first find a Board willing to help increase revenues significantly. Only then will we be in a position to hire a non-profit professional who can take our organization to the level needed. With this in mind, we seek Board Members who are willing to "do a little work" to help us increase fundraising until the "stars align" in a manner that allows me to step away from operations and replace me with a professional. I fully expect to continue as a working Board member. I expect to return to this organization in my retirement. For the time being, I need to work in my career-space. I need to create a retirement fund that will sustain me through my own golden years. 10

11 Management Executive Director/CEO Executive Director Carol Smock Term Start Dec Experience Twenty-six year diverse career heavily focused on leveraging technology and marketing techniques to promote my business, my client s businesses and the companies for whom I have worked. Work Experience Current Tribridge (CRM Consultant / Manager) 2014 to 2015 Armanino LLP (Senior CRM Consultant, CRM Architect) 2013 to 2014 EDMC (System Analyst III) 2006 to 2013 Brown Dog CRM Consulting (sole-proprietor) 2005 to 2006 Nashville City Club (Member Relations Director) 2000 to 2005 Independent Contractor (Marketing & Event Planning) 1999 to 2000 TCS Management Group/Aspect (Consultant) 1996 to 1998 Indianapolis Newspapers (Special Projects Manager) 1991 to 1996 TeleDirect International (Project Manager) Community Service Founding Director, The Sage Horse ( ) Graduate, Leadership Donelson-Hermitage (2011) Founding Board Chair - National, Brown Dog Foundation (2010-current) Founding Board Chair Tennessee, Brown Dog Foundation (2006 to 2010) Founding Officer - Secretary, Comfy for Chemo ( ) Delta Mu Delta Honorary Inductee, Cumberland University (2009) Advisory Board, Cumberland University ( ) Radio Co-Host, Career Corner on WAKM-FM (2008) Facilitator, TN Small Business Development Center (2007-current) Guest Author, Nashville Business Journal ( ) Chairperson, Man & Woman of the Year Event for LLS (2000, 2001) Former CEOs Name Term McPherson Consulting Aug Dec 2010 Carol Smock May July 2009 Staff Full Time Staff 0 Part Time Staff 0 Volunteers 35 Contractors 2 Retention Rate 0% 11

12 Plans & Policies Does the organization have a documented Fundraising Plan? Yes Does the organization have an approved Strategic Plan? Yes Number of years Strategic Plan Considers 3 When was Strategic Plan adopted? Jan 2009 In case of a change in leadership, is a Management Succession plan in place? Under Development Does the organization have a Policies and Procedures Plan? Under Development Does the organization have a Nondiscrimination Policy? Yes Does the organization have a Whistle Blower Policy? Yes Does the organization have a Document Destruction Policy? Yes Affiliations Affiliation Year Donelson Hermitage Chamber of Commerce 2007 Donelson Hermitage Chamber of Commerce 2008 Donelson Hermitage Chamber of Commerce 2009 Donelson Hermitage Chamber of Commerce 2010 Leadership Donelson Hermitage 2011 Awards Awards Award/Recognition Organization Year Honorable Mention - Julia Colton Award Honorable Mention - Julia Colton Award Nashville Humane Association 2007 Nashville Humane Association 2008 Best Animal Welfare Agency Nashville PAW Magazine 2009 Best Animal Welfare Agency Nashville PAW Magazine 2010 Best Animal Advocate Nashville PAW Magazine 2010 Mary Katherine Strobel Award Hands on Nashville 2010 CEO Comments 12

13 In 2017, we have hired a part-time, experienced fundraising and donor development contractor. We have also secured a technology volunteer who will assist with the development of custom code to enhance and improve our grant seeker as well as donor experiences. We continue to use an online accounting tool that gives our Board members access to all financial information and sets us up to better comply with Audit protocols for qualification into several Federal Funding Programs in future years. This was set up by a former board member in The infrastructure exists should a group approach desiring to start up a chapter affiliate program. To date, no chapters exist. 13

14 Financials Fiscal Year Fiscal Year Start Jan Fiscal Year End Dec Projected Revenue $40, Projected Expenses $34, Endowment Value $0.00 Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $0 $0 $42,083 Total Expenses $0 $0 $42,083 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 $0 $0 $42,083 Indirect Public Support $0 $0 $0 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $0 $0 $0 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 14

15 Expense Allocation Fiscal Year Program Expense $0 $0 $21,335 Administration Expense $0 $0 $20,748 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses % Fundraising Expense/Contributed Revenue % Assets and Liabilities Fiscal Year Total Assets $0 $0 $1,584 Current Assets $0 $0 $1,584 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $0 $0 $1,584 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Contributions, Gifts & Grants $42,083 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration Yes - Expires June 2017 Registration No 0 Organization Comments Revenue rebounded in 2016, thanks in part to our 10th Anniversary, and grew by nearly 2x. In speaking with donors and key volunteers, the consensus is to continue to grow steadily and slowly rather than the alternative. Our new PAWtnership with VetBilling, a payment plan management company is opening new doors that will 15

16 facilitate growth in future years. We expect to continue to host the Wine Dinner, although we are considering ways to engage donors at a variety of price points. With the addition of the part-time Marketing Contractor, we expect to grow the dinner through table sales to local businesses. With the technology volunteer, we expect to improve the Application for Assistance experience to reduce confusion and aggravation of those applying. GivingMatters.com Financial Comments This organization filed a 990-N form with the IRS, which does not provide specific financial information. Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less ($25,000 for tax years ending after December 31, 2007 and before December 31, 2010) are required to electronically submit Form 990-N, also known as the e-postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead. Kathryn Bennett 4/3/17. Created Copyright 2017 The Community Foundation of Middle Tennessee 16