TO THE MEMBERS AT FOREST HIGHLANDS 2021 ANNUAL REPORT FOREST HIGHLANDS FOUNDATION
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 second year, the Foundation was originally established by Forest Highlands residents, and is run, staffed, and funded by volunteers from our community.
MISSION STATEMENT
The Forest Highlands Foundation exists to make the greater 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.
OFFICERS AND BOARD MEMBERS Forest Highlands Foundation operates with term limits for Officers and Board members in a way that ensures continuity but balances it with the regular involvement of new people and fresh ideas.
2022 FOREST HIGHLANDS FOUNDATION BOARD Chair, Ethan Braunstein* Vice-Chair, Marcus Sipolt* Treasurer, Edward Lesser*
Jean Brown Kathy Haake Renee Haas*
John Rivers* Vickie Selzer
Bob Golub, Emeritus Richard Russell, Emeritus Len Huck, Emeritus
Marilyn Seymann
Teri Kelley
Teri Schwab Flo Spyrow
Paul Paparella
*Connotes members of the Executive Committee
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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
A Letter from the Board Chair
Dear Members,
Only one of our members, Vicki Svoboda, has left the Board in 2021. She had been our Vice Chair and member of the Strategic Planning Committee. She will be missed, but we will be able to provide continuity in our operations. Teri Schwab, who had been our liaison with the HOA, has joined our Board, bringing her financial expertise and community sensitivity with her. We look forward to working with her. Ed Lesser will return as our Treasurer, Marcus Sipolt has replaced Vicki as the Vice Chair, and John Rivers will continue as Immediate Past Chair. Renee Haas Chairs the Grant Committee, and she also is a member of our Executive Committee. 2022 will be my second year as Board Chair. It’s been a learning experience, to say the least. I look forward to continuing my role with the support of the rest of the Board and of the Forest Highlands membership so we can continue to improve the quality of life for all of Flagstaff. Forest Highlands members have responded in your finest philanthropic tradition ... “
Welcome to the 22 nd annual report of the Forest Highlands Foundation. This is the second year of calendar year rather than fiscal year reporting, and it is the first year of a major fund drive occurring at midyear rather than the end of the year. We hope that these changes will improve our financial efficacy and make our operations easier for you to understand. 2021 was equally as challenging as 2020 because of COVID and the continuing medical and economic crises. Because of COVID variants, 2022 provides further uncertainty. Fortunately, we are well positioned for our usual collaboration with the Arizona Community Foundation as well as any further emergencies that may arise. Forest Highlands members have responded in your finest philanthropic tradition to these exigencies. The Foundation was able to donate more than $220,000 to local human services nonprofits through the Arizona Community Foundation Flagstaff, and an additional $100,000 independently to the Flagstaff Family Food Center and Flagstaff Shelter Services. Other organizations to which we have significantly contributed include Catholic Charities, the Hozhoni Foundation, and the Poore Medical Clinic. A complete list of our grantees is available in this report. Fortunately, Forest Highlands has continued its generosity at a remarkable pace. Thanks to Vickie Selzer, along with the golf, F&B and catering staff, the Denise Martinez Memorial Tournament was our most successful ever, and our mid year appeal, along with some gentle nudging more recently, has left us with the financial resources to contribute even more in 2022, as well as leaving us some flexibility for unanticipated emergencies, as COVID has been for the last two years. We’ll have complete information in the financial section of this report.
Sincerely,
Ethan Braunstein Ethan Braunstein, MD Chair
FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
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FINANCIAL REPORT
Comments Although strong by historical standards, revenue was down a bit from the exceptionally high 2020 levels and the number of donors was also lower. It’s difficult to pinpoint cause and effect but somewhat less COVID driven urgency and the high rate of turnover in the Forest Highlands membership may both have been factors. Other Income by definition is that payment to the Foundation that involves the Fair Market Value purchase of a good or service from the Foundation. Almost all of this derives from the value of golf rounds in the Denise Martinez Golf Tournament which explains the significant difference between 2020 and 2021 in that category. Some 2019 event expenses were booked in 2020 and as mentioned above the Denise Martinez expenses were booked in the 2021 numbers. Foundation operating expenses were similar in both years at roughly $20,000 with the larger single items being $4,300 for an Administrative Assistant; $4,200 to Forest Highlands Golf Club for various services; and $3,050 for the lease of a donor management software system.
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 current expenses, most of which are discretionary, and no long term liabilities. The most useful way to portray the Foundation’s financial picture is with a cash flow statement as shown below with the previous year’s numbers for comparison purposes.
2020
2021
Beginning Cash In ACF Acct. $439,863 $404,729
Donations
427,953 375,831
Net Investment Income
1,493
72
Other Income
845
17,250
Total Income
$430,291 $393,009
Misc. Expense
42,586 37,540
ACF Fees
5,621
6,104
Grants will be detailed in the Grants Committee report in the following pages
Total Expenses
$48,207 $43,644
All in all, a very good year thanks to the support of the Forest Highlands community for your Foundation. We know from conversations with several of the Foundation’s grantees that they continue to experience a high demand for services stemming from the economic disruption associated with the pandemic. At the same time, rising costs have introduced additional stress. The Foundation enters the year with a strong cash balance and, with your continued support, is well positioned to be helpful in what looks to be a difficult environment.
Grants
$417,218 $327,305
Ending Cash In ACF Acct.
$404,729 $426,789
Covid precluded holding the Foundation’s annual Denise Martinez Golf Tournament in 2020 but it was held in 2021. The event was very successful and included in the numbers above are event revenue of $75,014 and event expense of $18,380.
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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
GRANTS COMMITTEE REPORT
The Grants Committee is comprised of volunteers who are drawn from the Foundation Board and non-Board residents of Forest Highlands.
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.
2021 GRANTS
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 2021 the Forest Highlands Foundation contributed $327,305 to Flagstaff human services non profits.
GRANTEES
GRANTS
A New Dawn AZ
$500
Arizona Community Foundation Emergency Fund
$5,000
Arizona’s Children Association Big Brothers Big Sisters of Flagstaff
$3,500 $10,000 $21,500
Catholic Charities Community Services, Inc.
Disbursing Real Educational Academic Minority Scholarships
$1,000
A specific list of grants made during the year is included in the adjacent insert.
FHEAGO
$1,500 $60,800 $77,630
Renee Haas Chair 2021
Flagstaff Family Food Center Flagstaff Shelter Services
Flagstaff United School District - Coconino High School
$1,000
Housing Solutions of Northern Arizona
$10,100 $28,000 $4,000 $4,500 $8,100
Hozhoni Foundation, Inc.
Literacy Volunteers Of Coconino County
North Country Health Care Northland Family Help Center The Peaceful Revolution Project
$230
Poore Medical Clinic
$20,945
St. Mary’s Food Bank Alliance $2,000 Victim Witness Services for Coconino County $15,000 Quality Connections Inc. $2, 000 Total for all grantees $327,305
FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
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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 2021
CHANGING LIVES
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 2021
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CHANGING LIVES
The Flagstaff Family Food Center: Food Bank & Kitchen provides hope to Flagstaff families by providing hunger relief and children’s literacy programs.
63,323 Daily, Hot Meals Served Last Year
89,982 Individuals Served Though Our Emergency Food Box Program 688 Pounds Provided to Local Non-Profit Agencies Last Year
6,824 Children Learned to Love Reading Last Year
We are open all day, every day, ready to provide emergency shelter and services to all people crisis, regardless of faith, sobriety or mental health and give them the tools and resources needed to move out of homelessness for good.
2,000 People receive shelter, food and other life-saving services
20% of our clients are US veterans.
40% are women, most of whom have escaped domestic or sexual violence.
86 % of the people Flagstaff Shelter Service houses do not return to homelessness
. 21% over age 55
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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
CHANGING LIVES
Girlson theRun reachesgirlsat acritical stage, strengthening their confidence at a time when society begins to tell them they can’t. Underscoring the important connection between physical and emotional health, our program addresses the whole girl when she needs it the most.
97% of girls said they learned critical life skills
94% of parents reported it was a valuable experience for their girl
96% of schools would offer the program again
FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
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SUPPORTER RECOGNITION
F Fehrenbach, Mary Kay and Edward Fernandez, Felix and Katherine Flanagan, Christye and John Fleck, Terry and Susan Fred & Leigh Johnson Family Trust Freese, Tim and Kim Friedl, William and Carol G Ginsberg, Allen and Patty Glass Financial Group Glass, John and Barbara Godfrey, Wendy and William Golub, Robert and Suzanne Goodman, Murray and Dottie Govig, Todd and McGrath, April Granberry, Victoria and Rod Greenbaum, Michael and Heather Grimmer, Mac and Laine Groves, Paul and Mary Beth H Haake, Michael and Kathy “The Renee Haas and John W. Westman Charitable Fund” Hackett, Michael and Erica Hair, Travis and Jan Hallum, Steve and Rebecca Harrington, Tammi and Steve Heiden, Bruce and Helen Heidrich, Kristine and Doug Henderson, John and Carol Hornaday, Tom and Ruth Ann Huntwork, Patience and Jim I-J Ingram, Donald and Donna Jackson, Delmas and Ginny Jenkins, Steven and Marczynski, Jenny Johnston, Bob and Pattie Johnston, David and Carolyn Jolma, Peter and Cathy
Blegen, Jay and Mary Bodensteiner, Thomas Bradburn, Jim and Leigh Braunstein, Ethan and Susan Brown Family Fund for Arizona’s Future Brown, Greg and Jean C Cacciatore Family Charitable Foundation Cahill, Michael and Ranie Callaghan, Don and Hana Capra, Lisa and Gary Carleton, Debra and John Carrero, Jill Chadwick, Anthony and Patricia Cherow, Les and Annette Christifulli, Nicholas and Tamera Clark, William and Margaret Clary, Jim and Sheila Cochran, Greg and Stacey Czerwinski, Kevin and Anne D-E Dawson, Barbara & Thumma, Samuel Dinan, James and Margaret Dooley, William and Kathleen Dupuy, Michael and Shelley Edward A Lesser Trust Edwards, John and Cynthia Eminger, Sharon and Herman Epker-Sinha Foundation
Through the generosity of our members, the Foundation was able to raise a total of $393,081. We wish to acknowledge and thank the following Forest Highlands members for their contributions during the year. You have made 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.
MEMBER SPONSORS
A Adler, Roger and Ginny Anonymous Donors -5 Aschenbrand, Bryan & O’Brien, Tara Baber, Bob and Joy Avenues of the World B Bandy, George and Shirley Banucci, Gene and Phyllis Bartlett, James and Susan Builders Showcase Bartlett, Kristen and Smith, Stephen Bement Robert and Claudia Benson, Shawn and Andrea Beresini, Don and Stephanie Bernard, Elizabeth and Robert BL Miraglia Trust Blasdell, Jean Blasdell, Jonathan and Stefanie
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FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
K-L Kelley, Tyson and Teri Kinney, William and Wendy Klei, Tim and Jill
Whitley, Ralph and Ann Wolf, Van and Ann Woods, Tom and Debbie Zucker, Brian and Jessica
Rula, Greg & Heidi Russell, Grant and Nina Russell, Richard and Rita S Schrock, Jeff and Saundra Schwab, Mike and Teri Scott, Bob and Jan Seaman, Marie and Jeff Sena, Meredith and Matthew Seymann, Marilyn and Roger Sommers, Sandra and Glenn Sovell, David and Caroline Spyrow, Christopher and Flo Stearns, Dave and Kristi Stegmuller, Sharon and Esparza, Tiberio Steinmetz, Mark and Kim Stevens, James and Pat Stofflet, Rob and Tracy Stoneberger, Don and Martha Sullivan, James and Linda Swanson, Jim and Alison Swift, Robert and Lisa T-V Thomas, Tim and Hedy Thorley, Greg and Earle, Margaret Travis, Janet and Mark Ushinski, Stanley and Diane Valentine, Paul and Ashley Vasquez, Jon and Chandra Vincent-Oswald, Barbara W-Z Wagner, Jeff and Schultz, Kathy Weinman, Tom and Mary Weinstein, Louis and O’Hara, Laura
Knight, Margot and Dennis Kucharski, Steve and Kris Libman, Richard and Angeline Louis and Daryl Weil Family Trust M-N Magnussen, Clint and Audrey Maki, Scott and Sheri Mariano, Carl and Leann Mattson, Shauna and Ron Matz, Ron and Sandra McCarthy, Amanda and Brandon McDonald, Kim Mertel, Mark Messina, Nat and Elizabeth Mueller, Linda Nute, Howard and Borelli, Lu O-P Ostaff, John and Rebecka O’Toole, Elaine Paparella, Paul and Claudia Patterson, James and Anita Pederson, Lorna Peters, Dwight and Kathryn Petznick, Patricia Plous, Robert and Shelley Probst, Jim and Renee Q-R R.S. Hoyt Jr. Family Foundation Rabold, Bill and Suzanne Reed, Jim and Lilian Reina, Michael and Susan Rhodes, George and Sara Rivers, John and Meredith Robinson, Brian and Clarissa
CORPORATE SPONSORS CORPORATE SPONSORS
Arizona Golf Foundation Arizona Snowbowl Aspey, Watkins & Diesel, PLLC. AZ Babies to Kids Bearizona Delta Dental of Arizona Forest Highlands Realty HomeCo HSH Construction JKC Majerle’s LLC Northern Arizona Dermatology Center, PC Northern Arizona ENT, PC Owen J. Hibbert DDS Pepsi-Cola Bottling Pineridge Property Advisors Ping Shamrock Foods Swift Travel Center TCR Rooter The Thunderbirds Viola’s Warner’s Nursery & Landscape Co.
Weisman, Jeff and Dian Welborn, Michael and Pat Werstler, Danielle and John Werz, Edward and Janice White, John and Lynn
FOREST HIGHLANDS FOUNDATION ANNUAL REPORT 2021
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Forest Highlands Foundation 2425 William Palmer, Flagstaff, AZ 86005
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