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Home My WebLink About14 FUNDING REQUEST 12-01-97NO. 14 ~2-1-97 Date: November 12, 1997 TO: MAYOR AND TUSTIN CITY COUNCIL FROM: TUSTIN COMM-YNI~ FOUNDATION BOARD OF DIRECTORS SUBJECT: REQUEST FOR FUNDING The TusHn Community Foundation has directed that President Jim McDonald approach the City Council to request funding for position of the part. -t~me executive director for a second year to continue his successful efforts in the areas of fundraising, image building and community liaison. The executive director is an independent contractor consultant to the TCF Board of Dixectors. He is responsible for conducting and managing the business o_ff~irs of the Foundation, including overall program development and effectiveness, as well as community affairs and public relations. He has proven, by his outstanding performance, to be an invaluable part of the successes accomplished by the TCF this year and his plan, approved by the TCF Board of Directors, for next several year. The Executive Board of the Foundation has evaluated the executive director's perfomance of the ~Scope of Services" and would like to retain his services for another year at $36,000. The Tustin Community Foundation respectfully request these funds from the City of Tus6n. NOU-12-1997 11:17 71469587z~90 96Z P. 01 11/24/1997 83:00 714G9387490 ROBERT KILEY & ASSOC PAGE 02 State of the Tustin Community Foundation By Robert Kfley, Executive Director The following is a brief overview of the activities and achievements of the Tus6- Community Foundation for the past year. I was hi~ed as a part dine Executive Director in October of lazt year. Since then there has been many changes and direction to make the Foundation more responsive and successful in its endeavors. The Tus~- Community Foundation is the umbrella organization for all the organizations in T%~6-. The Foundation's f~rst project was to raise the necessary fundi-g to provide the Tustin Family & Youth Center with a Computer Learning Center, consisting of six(6) state of the art computer stations complete with a printer, furniture, as well as Internet capabilities. The Computer Learoi-g Center offers students of ,]! ages the opportunity to learn b~sic computer skills. The lab offers a variety of different progrzms that include reading, drawing, math, reading and science skills. The Tustin Community Foundation raised over $30,000 from corporations, buaine.~es and individuals, in and out of Tustin, who were eager to help and support the Foundation in this worthwhile community e/fort. Corporations' such as Irvine Compsny, 3M Healthcare, RICOH, Waste Management, Tustin Acura, as well as other org,,i=.ations such as The Marconi Automotive Museum, Edgar & Libby Pankey Trust, the Kiwanis Club, Tus~n Rotary, and the United Way. The Foundation was helpful in.securing a check for $5,500/rom Pa_~c Bell to underwrite the 'Concerts in the Park', summer series. The Foundation was designated as the nonprofit recipient of $9,900 which was the profit/rom- '"Tiller Days" this year. This year, in recognition of the Foundation's outstan_ding achievements in this area, the District X chapter of the C_~lifornia Parks & Recreation Society presented the TCF with an annual Volunteer Recognition Award. The Foundation also received B~k of America's "Good Neighbor Award" in recognition of outstanding community service along with a check for $2,000. Both the Califo~a Assembly and State Senate presented the Tus6n Community Foundation with aCerfii/cates of Recognition" to round out this years honors. In an agreement with the Marconi Automotive MuseUm, the Foundation was given a akybox at the Tustin Thunder event. We hosted over 80 corporate and buainess leaders over three days. The event allowed us the opportunity to meet many decision makers for the first time and tell them what the Foundation is all about. This was a door opener to possible donations from new prospects. Also the Foundation woz the recipient of part of t~e pro6t of the event. NOU-24-1997 15:13 7146938?490 P.02 1~/24/1997 I~3:00 71469387490 ROBERT KILEY & ASSOC PAGE When I c~me on board last OcWber the Board consisted of nine (9) members which promptly went to seven (7), with one individual resigoing and anOther who moved out of Southern C_~li¢ornia. My task was to identify, set up and participate in the interview and make recommendations on new Potential Boardmembers subject to the City Council's Approval We now have a dynamic Board of Directors consisting of thirteen members. The individuals selected ~o the Board of Directors have a wide range of experience which makes them uniquely qusli6ed to perform this important responsibility. The Directors have strong hometown t/es, business experience, community and professional service, finandal l~noWledge and fundraising capability. Their backgrounds are diverse, their-energy is incredible and .their ability to tackle any task outstanding. This new board's energy and ability was apparent during the planning and the successful outcome of the Tustin Mayor's Prayer Breakfast held in November. Doug DeCinces, ou~ guest speaker, drew a crowd of over 200 corporate and business leaders and individual residents of Tustin for an inspirational message on' giving back to your community by helping those lass fortunate. The event netted almost $10,000. The Tustin Com~nunity Foundation has several projects that are now coming on line. Our next project is to acquire two vans and the funding to support their m_sintenance and operation; A Van is needed by the Tustin Family & Youth Center to provide transportation for the children so they can participate in education programs, cultural events as well as entertainment activities outside the City, such as atten&ing an evenl at the Orange County Performing Arts theater, visiting the tide pools of Corona del Mar, viewing a 6lin at Edwards IMAX to name a few. A Van is needed by the Senior Community Center to provide transportation for the seniors to and from the Center, Medical Centers and Shopping Centers. This would alleviate the some~me frustrating occurrences or irregular trsn-,rportafion scheduling, by developing regular routes, with printed times, date and places for pick up and delivery. The Foundation, through the Grants & Endowments subcommittee, has applied for a grant of $108,000, over three years, from Merrill Lynch Co. We made the first cut and now are awaiting the next step which will occur sometime in December. NOU-24-:I. 997 15:14 ?146938?498 96~. P. 03 11/24/1997 83:88 714B9387490 RDBERT KILEY & ASSOC PA~E 8q The Foundation has begun to look at the possibility of developing a computer center at the Senior Community Center. First, we are currently working with the City staff in determining how many of the current computers in the City can be upgraded and made available for use in a Senior Computer Center. Second, we are looldng for a computer company to provide the necessary hardware and software to upgrade the identi6ed computers. As a Foundation, our Board is looking at ways we can help the Community as a whole, and work with other org_s_,~zations to establish partnerships that can work together on cert_,in ideng~ied projects to raise the necessary funding to make them' successful. The Directors cooperate with corporations, businesses and individu-l_~ who wish to share in the important community outreach through sponsorships and donations for projects and events. As the Tustin Community Foundation grows the greater opportunity for funding more programs become posa/ble. The long term goal of the Foundation is to become a" Million Dollar Foundation" by the year 2001. We would like to see one million dollars in a trust account and be able to fund all the approved progr_,ms from the interest generated. This is an att~i-able goal if we continue to build up the Foundation's stature throughout Tustin, Orange County and the State of C~!i¢ornia. It has become a successful model for other dries in Orange Count~. END OF REPORT N0~-24-1997 15:14 71469:387490 96Z P.04 1~/24/1557 83:00 7i4~9387498 RKJBERT KILEY & AS~3C PAGE 85 Tustin Community Foundation 1996-97 Budget Beginlng Balance Revenue Program Donations Event Donations In kind Donations (*) Interest City Support Total Revenues $28,000 $40,354 9,425 46,880 -0" 1,088 30,000 $ 127,747 Expenditures Programs Tustin Family & Youth Center Community Events Support Administrative Professional Services Dues, Meetings, Seminars Office Supplies Postage Telephone Contingencies/Reserves Total Expenditures $ 40,935 5,500 $30,000 294 250 509 204 250 2,571 $ 34,078 $ 75,013 Total Revenues Total Expenditures Year End Balance (**) Including the value of in-kind donations Current Cash Balance (as of 11/24/97) 127,747 75,013 $ 33,792 NOU-24-1997 1S:lS 7146938?490 96X P.OS 11/24/19~7 03:00 71~6~3874~0 ROBERT KILEY & ASSOC PAGE (*)1996-97 In-kind Dom~fio~s CR Graphics TCF stationary/envelopes TCF remit envelopes RBF Signage for Pacific Club F/R Breakfast ~ckoff 250 Design/artwork/printing of Pacific Club Breakfast Invitation Stationary Logo design/~ork TCF lapel pin/artwork Signage for Mayor's Prayer Breakfast Marisa Charett~ "Friends of the Foundation"Decal design/artwork 100 Mayor's Prayer Breakfast Invitation design/artwork 100 Bank of America Mayor's Prayer Breakfast/nvitation, tickets, envelopes 550 Marconi Automotive Museum "Tustin Thunder" skybox~anners Diana Duncan Pumpkins (3 2) 50 Chuck Pucker 4 tickets to Knott's Berry Farm 100 Shirley Gilbert 30 tickets "Nutcracker" IMAX 1 g0 Cheryl Bell Computer work and name tags for Prayer Breakf~t 150 Brent Bousfield Donation of 12 used computers Rick Chadwick-R.A. Chadwick Foundation Donation of $10,000 worth of computers Digital Imprint Service Development of TCF direct mail data base program 550 $ 6,000 1,200 350 1,100 550 250 11,000 14,400 10,000 NOU-24-1997 15:15 71469387490 96X P.06 11/24/1~$? 03:0B ?i455387490 ROBERT KILEY & ASSO0 PAGE 07 Tustin Community Foundation 1997-98 Proposed Budget Revenue Program Donations In-kind Donations Grants Interest City Support Total Revenues $ 70,000 60,000 40,000 3,000 30,000 $ 203,000 Expenditures Programs Tustin Family & Youth Center Senior Center Computer Lab Community Events Support $ 70,000 Administrative Professional Services Dues, Meetings, Seminars Office Supplies Postage Printing-Brochures/Newsletters Printing Contingencies/Rescues Total Expenditures $ 39,600 30,000 1,000 250 1,500 2,500 250 4,100 $109,600 Total Revenues Total Expenditures $ 203,000 109,600 Year End Balance $ 93,400(*) (*) Including the value of in-kind donations Net Cash for long term investment . $ 33,400 NOU-24-i997 15:16 71469387490 96Z P.07