Forest Highlands Foundation 2020 Annual Report

Forest Highlands Foundation

Forest Highlands Foundation 2425 William Palmer Flagstaff, AZ 86005

Forest Highlands Foundation

Forest Highlands Foundation is the unique philanthropic vehicle representing the Forest Highlands community in its support of non- profits serving the greater Flagstaff area. Now in its twenty first year, the Foundation was originally established by Forest Highlands residents, and is run, staffed, and funded by volunteers from our community.

MISSION STATEMENT TheForestHighlandsFoundationexists tomake thegreater Flagstaff community a better place for all by supporting effective local charitable organizations. The Foundation encourages, coordinates and leverages the generosity of Forest Highlands members to create identifiable impact on the needs of the community, with primary emphasis on human services for people at risk and programs focused on breaking the chain of poverty in future generations.

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

OFFICERS AND BOARD MEMBERS Forest highlands Foundation operates with Term Limits for Officers and Board members in a way that insures continuity but balances it with the regular involvement of new people and fresh ideas.

2020 FOREST HIGHLANDS FOUNDATION BOARD Chairman, John Rivers Vice-Chair, Ethan Braunstein Treasurer, Edward Lesser

Lynn Garod John Glass Bob Golub Renee Haas

Vickie Selzer

Marilyn Seymann

Marcus Sipolt

Flo Spyrow

Stephanie Linnenkamp

Vicki Svoboda

Kurt Martin

Len Huck, Emeritus Richard Russell, Emeritus

2021 FOREST HIGHLANDS FOUNDATION BOARD Chairman, Ethan Braunstein Vice-Chair, Vicki Svoboda Treasurer, Edward Lesser

Jean Brown Kathy Haake Renee Haas Teri Kelley Paul Paparella

John Rivers Vickie Selzer

Marilyn Seymann

Marcus Sipolt

Flo Spyrow

Bob Golub, Emeritus Richard Russell, Emeritus Len Huck, Emeritus

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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A Letter from the Chairman

We also believe that the winter and early spring months of 2021 will be an extension of the 2020 environment. A cash balance of $404,729 will be carried over for 2021, and will provide the ability to respond to grantee requests for help during this period. On another subject, there have been some changes in Boardmembershipat year’s end. As a result of termlimits or for personal reasons, the following Board members have retired: Lynn Garod; John Glass; Stephanie Linnenkamp; and Kurt Martin. These individuals have all been exceptional contributors over the years and will be missed. We welcome the following new members to the Board: Jean Brown; Kathy Haake; Teri Kelley and Paul Paparella. These are committed and strongly qualified individuals.

Dear Members,

This is the twenty first edition of the Foundation’s Annual Report. As you may notice, we’ve changed the format a bit to provide more detail. We have also switched from our previous fiscal year reporting (April 1st to March 31st) to a calendar year approach, which we believe more effectively reflects the Foundation’s fundraising and grant-making cycle. We hope you find this new format helpful. 2020 was certainly an unusual and challenging year. The health crisis and resultant economic crisis caused by Covid-19 were widely experienced and your Foundation’s operations were not exempt. Two consequences of the pandemic worked to stress normal practices. First, the demand for services from the organizations that we normally support in the Flagstaff not-for-profit community increased dramatically with a commensurate increase in the need for funding. Second, social distancing and other virus-related issues forced the Foundation to cancel three of its four annual fund raising events: the Denise Martinez Golf Tournament; the Bear Foot Dinner and Auction; and the Raffle. We were looking at a significant gap between the need for help for our normal grantees and our ability to respond. The answer to that conundrum was driven by our faith in the generosity of the Forest Highlands community. Mid- year, the Foundation initiated a Special Request for contributions and also decided to maintain its usual practice of a Year End Ask. As detailed in the Financial and Grants sections of this report, the response was spectacular. Funds raised totaled $427,953 and combined with a healthy cash balance with which the Foundation entered the year, funded grants totaling $417,218 – more than the Foundation has ever granted in a single year.

Bob Golub will move to Emeritus status and will continue to be involved at the Board level.

Lastly, term limits have caught up with me. 2020 has been my last year as Chairman of the Board and Dr. Ethan Braunstein will assume the Chairmanship for 2021. Ethan has been a member of the Board for a number of years and has done an excellent job as Chairman of the Grants Committee. I know that he will provide powerful leadership to a very strong Board as the Foundation continues to represent Forest Highlands in the years ahead. As past Chairman, I’ll continue on the Board for another year, but in closing, I would like to say how much I’ve enjoyed working with everyone involved with the Foundation and what an honor it has been to serve as Chairman.

Sincerely, John Rivers

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

FINANCIAL REPORT

As mentioned in the Chairman’s Letter, the Foundation has switched to calendar year reporting for 2020. The 2019 numbers presented below have been reset to a calendar year basis for comparison purposes.

Comments

The Foundation does not have a balance sheet in the conventional sense. The only asset is a cash account that is maintained with the Arizona Community Foundation as a Donor Advised Account and that is invested in a Money Market Fund. There are expenses which are mostly discretionary and no longer term liabilities.

2019 was a pre pandemic year and the Foundation was able to hold all of its usual fund raising activities, while 2020 was affected by Covid and as a result, fund raising was limited to two Asks for cash donations. This explains the differences in Other Income, and some of the Expense variance. Given the circumstances of 2020, the Forest Highlands community was extremely generous in its response. 201 members of Forest Highland and 2 sponsors combined to make donations totaling $427,953. These donations, coupled with the strong cash position with which the Foundation entered the year, financed the distributionof $417,218 inGrants to Flagstaff not-for-profits. This is the largest Grants total in Foundation history and compares with an average Grants total of $250,000 over a 20 year span. Increased support for grantees was essential as they were all experiencing increased demand for services because of the economic effects of the pandemic. Additionally, the Foundation has maintained a strong cash position entering 2021. The expectation is for a difficult winter season for the not-for-profit community in Flagstaff and the Foundation is positioned to offer support to key grantees during this period, as we did in 2020. 2021 is a difficult year to anticipate. Will it look like 2020; will we return to normalcy; or will it be somewhere in between. With continued support from the Forest Highlands community, your foundation is positioned to deal with this uncertainty.

The most useful way to portray the Foundation’s financial picture is with cash flow statements as shown below.

2019

2020

Beginning Cash In ACF Acct. $224,901 $439,863

Donations

367,571 427,953*

Net Investment Income Other Income

5,386

1,493

187,066 845

Total Income

$560,023 $430,291*

Misc. Expense 73,598

42,586

ACF Fees

4,658

5,621

Total Expenses

$78,256 $48,207

Grants

$266,805 $417,218

Ending Cash In ACF Acct.

$439,863 $404,729*

*These amounts have been increased by $6,800 to correct computer errors in the transfer of credits to the ACF account. The actual cash correction will occur in January and February of 2021.

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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GRANTS COMMITTEE REPORT Dr. Ethan Braunstein Chair 2020

The Grants Committee is comprised of volunteers who are drawn from the Foundation Board and non-Board residents of Forest Highlands.

Renee Haas Chair 2021

It is central to the function and mission of the Foundation - both with regard to support for Flagstaff not-for-profits and as a steward for the philanthropy of Forest Highlands residents. In its stewardship role, the Committee has developed substantial institutional expertise with regard to the Flagstaff not-for-profits. It meets regularly with non-profit management, conducts site visits, makes assessments of requests for support, and evaluates the operating effectiveness of the many local non-profits seeking assistance. This experience helps insure added value in the application of members’ generous donations to a diverse and effective group of grantees. Operating within budgets set by the Foundation Board, the Committee does the work to authorize grants to not-for -profits – either directly or in collaboration with the Arizona Community Foundation and 18 other funding organizations that engage in a process that ACF chairs. Forest Highlands Foundation has become a reliable and important source of support in this process, contributing in excess of $5,000,000 over the 20 years ending in 2019. In the difficult year of 2020, the generosity of the Forest Highlands community has allowed the Foundation to significantly increase its annual grants total to $ 417,218. The following is a list of grants made during the year. They appear by date granted and are listed alphabetically in each date category. Grants made through the spring months were in response to special requests from Grantees as they felt the initial effects of the pandemic. August grants were in conjunction with the usual Arizona Community Foundation collaborative process,

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

2020 GRANTS

DATE

GRANTEES

GRANTS

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Flagstaff Family Food Center

$25,000 $10,000 $10,000 $15,000 $2,500 $10,000 $2,500 $6,000 $50,000 $35,000 $10,000 $28,000 $2,000

19 Flagstaff Shelter Services

31 Catholic Charities 31 Housing Solutions 31 Northland Hospital

1 2

Quality Connections,

Society of St Vincent de Paul

11 Catholic Charities

11 Flagstaff Shelter Services 11 Flagstaff Family Food Center 13 Northland Hospital 13 Poore Medical Clinic 13 The Peacock Revolution

20 A New Dawn AZ

$814

20 Arizona Children’s Association 20 Big Brothers Big Sisters 20 Big brothers Big Sisters 20 Boys & Girls Club of Flagstaff

$2,000 $3,650 $3,000 $1,100 $15,000 $13,000 $1,000 $2,000 $2,000 $67,200 $26,500 $13,396 $10,000 $8,000 $2,000 $15,146

20 Catholic Charities 20 Catholic Charities

20 Chicanos Por La Causa

20 Coconino County Sheriff’s Office

20 DREAMS

20 Flagstaff Family Food Center 20 Flagstaff Shelter Services

20 Housing Solutions 20 Hozhoni Foundation

20 Literacy Volunteers of Coconino Cty

20 NAU Foundation

20 Northland Family Help Center 20 Northland Free Tax Assistance

$500

OCJ Kids

$3,000 $5,000 $3,000 $1,000 $9,912

20 Quality Connections

20 Society of St. Vincent de Paul

20 Sunshine Rescue Mission – Hope Cottage

20 Victim Witness Services

TOTAL

$417, 218

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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CHANGING LIVES

The work of the Foundation and the charities that it supports really does change lives, and helps to make Flagstaff a more vibrant community for everyone. This year in particular has been one in which the impact of the generosity of you, our donors, has been overwhelmingly felt throughout the greater Flagstaff Community.

Devonna, McGlaughlin, CEO of Housing Solutions, passed this note along to share with you. This child’s mother was hospitalized for several weeks with COVID and was unable to work. Your donations made it possible for this family to remain safe and housed in our Affordable Rental program.

Sharon Manor is for survivors of domestic violence and their children experiencing homelessness.

Since opening, Sharon Manor has helped more than 1,140 victims and their children transition to self-reliance through its holistic program.

Sharon Manor is longer-term, supportive, and affordable housing (up to 2 years), and is not a shelter.

The demand for Sharon Manor is great. We currently have a wait list of families in need of housing and supportive services.

Sharon Manor residents engage in comprehensive, one-on- one case management and group trainings as they work to rebuild their lives.

Weneedvolunteers tohelpwithour ongoingchildren’sprogram. Email Sharon Manor’s Children’s Program coordinator today to learn more: andreas@sharonmanor.org

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

CHANGING LIVES

2019 IMPACT

18 working families opened the door to first-time homeownership

200 households received pre-purchase & credit counseling

113 households received foreclosure & mortgage re-modification assistance

Our 24 affordable rentals benefit low-income household and are home to 45 adults & 30 children

97 individuals (64 adults and 33 children) found safety, support, and healing resources at Sharon Manor

60 Sharon’s Attic volunteers donated over 3,000 hours to benefit Sharon Manor.

“ Thank you for all you have done in Sharon Manor! I have lot of things I like/love about this place. I really like that this is a safe place shelter, so there’s no creepy people wandering around the place. I also love all the home school packets that Mrs. Andrea gives us. I always feel safe. This place is growing so much by the time I’m 19, this place will be the size of a CASTLE!! Harmony, age 14 T hank You hank You ”

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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CHANGING LIVES

“ Excerpted from the Flagstaff Family Food Center Website, January 2020 Blog Wes moved to Arizona in 2017 for a fresh start. His car broke down right outside of Flagstaff and he didn’t have enough money to fix it up, so he was stuck. He struggled to find work, so found himself homeless for the first time in his life. Spending his nights at the Flagstaff Shelter Services and his days working odd jobs to make ends meet, sometimes resorting to asking for money on street corners, Wes needed a change. Wes found the Flagstaff Family Food Center and started volunteering daily at the Kitchen, handing out sandwiches and snacks through the Backdoor Lunch Program. He soon became a valued volunteer and took on the role of “Parking Lot Attendant,” helping to make the Kitchen a safe place for families to come together for a meal.

This is unique, it’s really unique. Here, no one goes away hungry. ”

When Wes found the Flagstaff Family Food Center, he found a productive way to spend his time and gain experience for his resume – but, more importantly, he found a community. “The people that come here to eat, when they get to the lot, automatically they know… it’s like you’re going to your grandma’s house,” Wes says. “You’re going to have a seat, you’re going to have a good meal, you’re going to have great conversations. And you can eat as much as you want. All we ask is that you only take what you need because there’s someone behind you in line. This is unique, it’s really unique. Here, no one goes away hungry.”

In October, Wes got a call that he was approved to move into an apartment: the first home he had to call his own in over two years.

“It’s easy to take but I think it’s even easier to give back. And that’s what my whole mission was: to come here, volunteer, and to give back. And it just seems like everything now is having a domino effect, in a positive way. And I believe that if I would have done anything else with my time – anything else – I wouldn’t be in this position now. And it started here.”

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

“ CHANGING LIVES

We were homeless on and off for the past two years because my husband lost his job. Flagstaff Shelter took us in when we had nowhere else to turn. They provided emergency shelter, medical, and food sup- port through North Country HealthCare and the Family Food Center until finally through their housing program, we were connected with a wonderful landlord who was willing to work with our family to find us housing again.

43,000 Beds are provided to people in crisis Thank you, Flagstaff Shelter Services! And thank you to all the people who support to these charities that have helped our family and so many others. -Veronica and Jonathan, Parents of 4 children ” We now have a permanent home in a one-bedroom apartment and additional rent support for eight months! It doesn’t sound like much, but we are so grateful to have this chance to get back on our feet. It really means the world to us.

728 Meals are served on-site through Flagstaff Family Food Center

2,000 People receive shelter, food and other life-saving services

300 New households find stability

104 On-site health clinic visits are conducted through North Country Health Care

16 Counseling services are made available

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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DONOR RECOGNITION

Through the generosity of our members, the Foundation was able to raise a total of $427,953. We wish to acknowledge and thank the following Forest Highlandsmembers for their contributions during the year. You havemade a significant, positive impact on those organizations that provide for the well- being of some of the most vulnerable members of the Flagstaff community. The Foundation and our grantees express their heartfelt gratitude.

A

C

G

13 - Anonymous donors Adams, Len Alloys, Turbine Ardell, Bud AYCO Charitable Foundation

Cahill, Michael Capra, Lisa

Gates, Kathy Gault, Robert Glass, John Golub, Robert Granberry, Victoria Greenbaum, Michael Groves, Paul Haake, Michael Hair, Travis Hall, Brent Harrington, Tammi Hartley, John Heiden, Bruce Henderson, John Herberger, Roy Hillis, Durrell Hoecker, Thomas Holland, Homer Huck, Len Hudak, Dr. Thomas Hutchison, Helen H

Castleberry, Tom Cernohous, Todd Chadwick, Capt. Anthony Cherow, Les Clark, William Clary, Jim Clemency, John Corley, Skip Crews, James Czerwinski, Kevin Dennstedt, Frederick Dinan, James Dupuy, Michael Edward A Lesser Trust Edwards, John Eisner, Les Eminger, Sharon Epker-Sinha Foundation D-E

B

Baber, Bob Balm, Brian

Bandy, Dr. George Bartlett, Dr. James Bartlett, Kristen Bauer, Mark Bement, Robert Beresini, Don Berger, Stephanie

Bettin, Tuck Blair, Dennis Blasdell, Jonathan Blasdell, Richard Borman, Ty Bradburn, Dr. Jim Braunstein, Dr. Ethan Bricker, Richard Bro, Kent Brooks, Ben Brown Family Fund for Arizona’s Future Brown, Greg

F

I-J

Federico, Rick Fehrenbach, Mary Kay Fernandez, Felix Fijan, James Flanagan, Christye Foglesong, Charles Fratt, Peter Fred and Leigh Johnson

Iacobelli, Dirck Ingram, Donald Jackson, Dr. Delmas Jacobs, Jay Jacobs, Steven Jewish Community Foundation of Southern Arizona

Burns, James Byrne, Patrick

Family Trust Freese, Tim Friedl, William

Johnson, David Johnson, Fred Johnston, Bob Jolma, Dr. Peter

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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

K

O-P

Smith, Curt Sovell, David Spyrow, Christopher Stacey, Neil Stoneberger, Don

Keipert, Nicholas Kelley, Tyson Kennedy, Michael Kindregan, Kip Kittle, Sharon Klei, Timothy Kleiman, Daniel Klemballa, Justin Knight, Margot Kohnen, Bob Koskovich, Trevor

Ortega, Steven O’Toole, Elaine Ott, Dr. David Palumbo, Anna Marie Paparella, Paul

Stradling, Fritz Svanoe, Philip Svoboda, Cliff Swift, Robert

Parise, Dr. Mario Pederson, James Pederson, Lorna

T-U

Peters, Dwight Plous, Robert Post, Lisa

The Ronald and Georgia Nelson Family Fund Thomas, Tim Thorley, Gregory Townsdin Living Trust Travis, Mark Ushinski, Stanley

L

Postillion, Victor Powers, Margaret Probst, Jim

Leinweber, Eric Libman, Richard Linnenkamp, Brent Longfellow, Alan Loranger, Steve Lyons, Philip Magnussen, Clint Malark, Gregory Mariano, Carl Markham, Jeffrey Martin, Kurt Mattson, Shauna Matz, Ronald McBee, Richard McCullough, Dick McGrane, Randy McGroder III, Patrick Mertel, Mark Messina, Nat Miele, Arthur Millett, Jack Mueller, Linda Murphey, Stephen Nute, Howard M-N

Q-R

Quick, Steven Rabold, Bill Rashkin, Stan Reed, Jim Reina, Michael Renee Haas and John W. Westman Charitable Fund Rhodes, Dr. George

V-Y

Vaughan, Linda Weber, Todd Weinman, Tom Weinstein, Louis Weir, Jeanne Weisman, Jeff Welborn, Michael Wheeler, Steven

Rivers, John Robarts, Paul Roberts, Derrick Robinson, Brian Rula, Dr. Greg Russell, Michael Russell, Richard

Whitley, Ralph Williams, Bob

Williams, Graham Williams, Patrick Wolf, Van Woods, Tom Yagoda, Ronald Sponsors - Forest Highlands Realty - The Thunderbirds

S

Schroeder, Dr. Walter Schwab, Mike Scott, Bob Selzer, Michael Seymann, Marilyn Sipolt, Marcus

Number of Donors: 200 Number of Sponsors: 2

FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2020

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T hank you for your support!

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